RIA Intel›Advisers›Colorado›RAVSTEN WEALTH MANAGEMENT, LLC

RAVSTEN WEALTH MANAGEMENT, LLC

Advisory

LONE TREE, CO

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

Rank in CO

#584

of 720 advisers by AUM

Average account

$142K

across 564 accounts

AUM per adviser

$80M

1 adviser

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

Total AUM

$80M

Discretionary %

100%

Clients

248

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$80M

Discretionary AUM$80M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients248

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, CA, CO, ID, TX, UT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

248 clients

25 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in CO

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

FRIER PLANNING CONCEPTS, INC.

COLORADO SPRINGS, CO

$80M

-20.4% 1Y

JAMES SPROUT & ASSOCIATES INC

FORT COLLINS, CO

$80M

+33.3% 1Y

NEW WEST INVESTMENT MANAGEMENT, INC.

$80M

ELITE WEALTH MANAGEMENT, LLC

$80M

MAURER & ASSOCIATES CAPITAL MANAGEMENT, INC.

DENVER, CO

$79M

-5.1% 1Y

ATHENAINVEST ADVISORS LLC

GREENWOOD VILLAGE, CO

$80M

-9.2% 1Y

Get the full picture on RAVSTEN WEALTH MANAGEMENT, LLC

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

Create a free account →See plans