RIA Intel›Advisers›Wyoming›MARY J. SPITLER, MS, LLC

MARY J. SPITLER, MS, LLC

Advisory

WY

Data as of Mar 8, 2026 · Source: SEC Form ADV

Average account
$257K
across 94 accounts
AUM per adviser
$24M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 8, 2026.

Total AUM
$24M
Discretionary %
100%
Clients
45
Employees
1

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$24M
Discretionary AUM$24M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients45
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InWY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WY

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

GAMMA PARADIGM CAPITAL, LP
CHEYENNE, WY
$24M
DARIAN CAPITAL MANAGEMENT, LLC
JACKSON, WY
$25M
COLORADO WESTERN FINANCIAL
CHEYENNE, WY
$25M
BLUE BISON INVESTMENTS
$21M
IN TOUCH FINANCIAL MANAGEMENT LLC
CASPER, WY
$27M
HALE FINANCIAL SOLUTIONS, LLC
AFTON, WY
$27M

Get the full picture on MARY J. SPITLER, MS, LLC

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

Create a free account →See plans