RIA Intel›Advisers›Colorado›VON RECKERS WEALTH MANAGEMENT, CORP.

VON RECKERS WEALTH MANAGEMENT, CORP.

Advisory

CO

Data as of Mar 16, 2023 · Source: SEC Form ADV

Average account

$278K

across 94 accounts

AUM per adviser

$26M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2023.

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$26M

Discretionary AUM$24M

Non-Discretionary AUM$2M

Discretionary %92%

Total Clients94

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

94 clients

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.

BZ WEALTH ADVISORS, LLC

$26M

PENECO INVESTMENTS LLC

GREENWOOD VILLAGE, CO

$26M

HAYKIN WEALTH MANAGEMENT, CORP

$26M

$26M

BRUMLEY INTERNATIONAL GROUP INCORPORATED

$27M

CENTRIX CAPITAL MANAGEMENT

$26M

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