RIA Intel›Advisers›Colorado›MY WEALTH PLANNERS LLC

MY WEALTH PLANNERS LLC

Advisory

LONGMONT, CO

Data as of Jan 20, 2026 · Source: SEC Form ADV

Rank in CO

#530

of 720 advisers by AUM

Average account

$224K

across 442 accounts

AUM per adviser

$49M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM

$99M

Discretionary %

97.9%

Clients

184

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$99M

Discretionary AUM$97M

Non-Discretionary AUM$2M

Discretionary %97.9%

Total Clients184

Team

Total Employees4

Investment Advisers2

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

184 clients

36 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.

INSIGHT, CORP.

BOULDER, CO

$99M

SYNERGY CAPITAL OF COLORADO LLC

FORT COLLINS, CO

$99M

WEALTH MANAGEMENT CONSULTANTS L.L.C.

$99M

ASPEN LEAF WEALTH MANAGEMENT, PBC

GOLDEN, CO

$99M

BLUE SKY ASSET MANAGEMENT, LLC

ENGLEWOOD, CO

$99M

+47.2% 1Y

BULLOCK CAPITAL ALLIANCE, INC.

COLORADO SPRINGS, CO

$98M

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