RIA Intel›Advisers›Colorado›LARIAT WEALTH MANAGEMENT LLC

LARIAT WEALTH MANAGEMENT LLC

Advisory

DENVER, CO

Data as of Jul 9, 2026 · Source: SEC Form ADV

Rank in CO

#709

of 720 advisers by AUM

Average account

$628K

across 60 accounts

AUM per adviser

$38M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 9, 2026.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$38M

Discretionary AUM$38M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients27

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, TX

Succession Risk

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

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Peer Benchmarking

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

27 clients

13 high-net-worth

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

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