RIA Intel›Advisers›Colorado›MIFI WEALTH, LLC

MIFI WEALTH, LLC

Advisory

BOULDER, CO

Data as of May 7, 2026 · Source: SEC Form ADV

Rank in CO
#612
of 720 advisers by AUM
AUM change, 1 year
-98.0%
1st percentile in CO
AUM CAGR, 3 year
-24.6%
compound annual growth
Average account
$351K
across 189 accounts
AUM per adviser
$17M
4 advisers
Filing history
6
filings since 2009

Source: SEC Form ADV. Figures as filed May 7, 2026.

Total AUM
$66M
1-Year AUM Growth
-98.0%
3-Year CAGR
-24.6%
Employees
4
Assets Under Management
Total AUM$66M
Discretionary AUM$66M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients54
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)—
Filing History
Total Filings on Record6
First FilingMar 17, 2009
Latest FilingMay 7, 2026
Full AUM trend chart and 6 historical filings spanning 17+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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