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TEK-WISE FINANCIAL PLANNERS LLC

Advisory

CO

Data as of Mar 13, 2026 · Source: SEC Form ADV

Average account
$100K
across 102 accounts
AUM per adviser
$5M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM
$10M
Discretionary %
100%
Clients
48
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$10M
Discretionary AUM$10M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients48
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, CO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

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

A3 FINANCIAL INVESTMENTS, LLC
DENVER, CO
$10M
-8.6% 1Y
LIFE STORY FINANCIAL, LLC
$10M
ALPINE CAPITAL PARTNERS, LLC
$10M
ZECH, KEVIN L
$10M
PROPRIETARY CAPITAL LLC
DENVER, CO
$10M
JAMES MORGAN ASSET MANAGEMENT, LLC
BROOMFIELD, CO
$10M

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