RIA Intel›Advisers›Vermont›SOARING WEALTH LLC

SOARING WEALTH LLC

Advisory

VT

Data as of Jan 28, 2026 · Source: SEC Form ADV

Average account

$271K

across 71 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 28, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients23

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX, VT

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

23 clients

10 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 VT

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

CONSERVEST MANAGEMENT CO

$18M

B.W. BELISLE PLANNING & STRATEGY COMPANY LLC

$17M

FENWICK INVESTMENTS, LLC

WHITE RIVER JUNCTION, VT

$15M

VETERAN WEALTH PLANNING LLC

$24M

BLUE SLATE INVESTMENT MANAGEMENT, LLC

$14M

LANDGROVE ASSET MANAGEMENT, LLC

$14M

Get the full picture on SOARING WEALTH LLC

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

Create a free account →See plans