RIA Intel›Advisers›Colorado›TAILORED TAX AND WEALTH, LLC

TAILORED TAX AND WEALTH, LLC

Advisory

Data as of Jan 21, 2026 · Source: SEC Form ADV

Average account

$50K

across 1 accounts

AUM per adviser

$50K

1 advisers

Source: SEC Form ADV. Figures as filed Jan 21, 2026.

Total AUM

$50K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$50K

Discretionary AUM$50K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

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

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.

SAVVLY ADVISOR, LLC

BOULDER, CO

$75K

ARROIT SERVICES INC

$84K

TERRANORTH INVESTMENT MANAGEMENT LLC

$91K

PEACOCK FINANCIAL, LLC

$100K

SLINGSHOT FINANCIAL LLC

$100K

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