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

SUGDEN WEALTH MANAGEMENT, LLC

Advisory

DENVER, CO

Data as of May 27, 2026 · Source: SEC Form ADV

Rank in CO

#561

of 720 advisers by AUM

Average account

$551K

across 98 accounts

AUM per adviser

$54M

1 advisers

Source: SEC Form ADV. Figures as filed May 27, 2026.

Total AUM

$54M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$54M

Discretionary AUM$0

Non-Discretionary AUM$54M

Discretionary %0%

Total Clients28

Team

Total Employees1

Investment Advisers1

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

28 clients

18 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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P.A. SCHOPEN & ASSOCIATES, LLC

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