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

SCOPE WEALTH MANAGEMENT, LLC

Advisory

CO

Data as of Mar 11, 2026 · Source: SEC Form ADV

Average account
$306K
across 23 accounts
AUM per adviser
$4M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM
$7M
Discretionary %
100%
Clients
23
Employees
2

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$7M
Discretionary AUM$7M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients23
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, CO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

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

LUNA INVESTMENT SERVICES INC.
$7M
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SKIDMORE ADVISORY SERVICES, INC.
DENVER, CO
$7M
BIGELOW MUNICIPAL BOND ADVISERS, LLC
DENVER, CO
$7M
+64.4% 1Y
STONEGATE CAPITAL MANAGEMENT, LLC
$7M
FINANCIAL LIFE JOURNEYS, LLC
$7M

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