RIA Intel›Advisers›Wyoming›IN TOUCH FINANCIAL MANAGEMENT LLC

IN TOUCH FINANCIAL MANAGEMENT LLC

Advisory

CASPER, WY

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$114K

across 135 accounts

AUM per adviser

$14M

1 advisers

Filing history

1

filings since 2018

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$27M

Discretionary AUM$27M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWY

Succession Risk

Lower risk

Composite band across five pillars

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

43rd percentile

Composite rank among WY advisers

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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FORTUNATO PARTNERS, LLC

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DARIAN CAPITAL MANAGEMENT, LLC

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