RIA Intel›Advisers›Colorado›JOHN WILLIAM JARVIS

JOHN WILLIAM JARVIS

Advisory

CO

Data as of Jan 6, 2026 · Source: SEC Form ADV

Average account
$150K
across 20 accounts
AUM per adviser
$3M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 6, 2026.

Total AUM
$3M
Discretionary %
100%
Clients
18
Employees
4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$3M
Discretionary AUM$3M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients18
Team
Total Employees4
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InCO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

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

REGATTA CAPITAL MANAGEMENT, LLC
DENVER, CO
$3M
D.A. SCHWENKER & ASSOC.'S, INC.
PAGOSA SPRINGS, CO
$3M
CITRINE & GOLD LLC
DENVER, CO
$3M
AUSTEC WEALTH MANAGEMENT
$3M
UPPER BASIN CAPITAL, LLC
$3M
TRAILPOINT FINANCIAL PLANNING, LLC
$3M

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