RIA Intel›Advisers›Colorado›SYSTEMATIC WEALTH MANAGEMENT, INC.

SYSTEMATIC WEALTH MANAGEMENT, INC.

Advisory

GLENWOOD SPRINGS, CO

Data as of Mar 16, 2026 · Source: SEC Form ADV

Average account

$211K

across 16 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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

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.

ASPEN GOLD FINANCIAL LLC

$3M

GALVEN CAPITAL MANAGEMENT, LLC

$3M

WILLCOX WEALTH PLANNING, LLC

$3M

ALPHA INVESTMENT MANAGEMENT, LLC

$3M

FINANCIAL SOLUTION ADVISORS CORP.

$3M

RAHMIG WILLIAM CONRAD

$3M

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