RIA Intel›Advisers›Colorado›MANDALA FINANCIAL ADVISORS LLC

MANDALA FINANCIAL ADVISORS LLC

Advisory

SALIDA, CO

Data as of Mar 2, 2026 · Source: SEC Form ADV

Average account

$385K

across 66 accounts

AUM per adviser

$25M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$25M

Discretionary AUM$25M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients21

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, IA

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

21 clients

11 high-net-worth

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

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Advisers of similar size in CO

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

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GRANDERSON WEALTH MANAGEMENT GROUP INC

$26M

CENTRIX CAPITAL MANAGEMENT

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ABBOUD FINANCIAL PLANNING, INC.

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