RIA Intel›Advisers›Colorado›JD HAGGAR FINANCIAL LLC

JD HAGGAR FINANCIAL LLC

Advisory

Data as of Jun 5, 2026 · Source: SEC Form ADV

Average account

$198K

across 3 accounts

AUM per adviser

$595K

1 advisers

Source: SEC Form ADV. Figures as filed Jun 5, 2026.

Total AUM

$595K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$595K

Discretionary AUM$0

Non-Discretionary AUM$595K

Discretionary %0%

Total Clients3

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

3 clients

3 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in CO

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

TONN FINANCIAL PLANNING LLC

$632K

WOLFPACK WEALTH MANAGEMENT LLC

$636K

PWJ PARTNERS, LLC

DENVER, CO

$550K

-42.1% 1Y

WOLF & RAVEN PRIVATE WEALTH MANAGEMENT LLC

$668K

TANGENT FINANCIAL, LLC

$518K

AEOM INVESTMENTS, LLC

$673K

Get the full picture on JD HAGGAR FINANCIAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track JD HAGGAR FINANCIAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans