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

UNIFY WEALTH MANAGEMENT, LLC

Advisory

FORT COLLINS, CO

Data as of Jan 5, 2026 · Source: SEC Form ADV

Rank in CO
#644
of 720 advisers by AUM
Average account
$204K
across 267 accounts
AUM per adviser
$27M
2 advisers

Source: SEC Form ADV. Figures as filed Jan 5, 2026.

Total AUM
$55M
Discretionary %
100%
Clients
243
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$55M
Discretionary AUM$55M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients243
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO, 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.

P.A. SCHOPEN & ASSOCIATES, LLC
GOLDEN, CO
$55M
BERENZ WEALTH MANAGEMENT, LLC
LITTLETON, CO
$54M
CANYON CREEK INVESTMENT ADVISORS, LTD.
$55M
MOWATT FINANCIAL INC
ENGLEWOOD, CO
$54M
+6.7% 1Y
SUGDEN WEALTH MANAGEMENT, LLC
DENVER, CO
$54M
REDEFINE WEALTH MANAGEMENT, LLC
DENVER, CO
$54M

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