RIA Intel›Advisers›Colorado›ONE BRICK PLANNING & CONSULTING, LLC

ONE BRICK PLANNING & CONSULTING, LLC

Advisory

GREENWOOD VILLAGE, CO

Data as of Mar 17, 2026 · Source: SEC Form ADV

Average account

$168K

across 182 accounts

AUM per adviser

$15M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$31M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$31M

Discretionary AUM$29M

Non-Discretionary AUM$2M

Discretionary %93.8%

Total Clients45

Team

Total Employees3

Investment Advisers2

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

45 clients

19 high-net-worth

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

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

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