RIA Intel›Advisers›Colorado›SKY RIDGE WEALTH MANAGEMENT LLC

SKY RIDGE WEALTH MANAGEMENT LLC

Advisory

Data as of Mar 25, 2026 · Source: SEC Form ADV

Average account

$505K

across 66 accounts

AUM per adviser

$17M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$33M

Discretionary AUM$29M

Non-Discretionary AUM$5M

Discretionary %86.3%

Total Clients17

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

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

17 clients

17 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.

MARTINO CAPITAL, LLC

$33M

PERSONAL BENEFIT SERVICES OF COLORADO, INC.

WHEATRIDGE, CO

$33M

0.0% 1Y

BERECK, DANIEL MARK

$33M

BLUEPRINT FINANCIAL SERVICES, INC.

ARVADA, CO

$33M

BUSWELL ASSOCIATES, INC.

$34M

DAVID W. MCKINLAY, CHFC

$33M

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