RIA Intel›Advisers›Colorado›TARGETED WEALTH SOLUTIONS LLC

TARGETED WEALTH SOLUTIONS LLC

Advisory

COLORADO SPRINGS, CO

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in CO
#602
of 720 advisers by AUM
Average account
$256K
across 280 accounts
AUM per adviser
$14M
5 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$72M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
5
Assets Under Management
Total AUM$72M
Discretionary AUM$68M
Non-Discretionary AUM$4M
Discretionary %94.7%
Total Clients105
Team
Total Employees5
Investment Advisers5
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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