RIA Intel›Advisers›Colorado›WEALTH ACUMEN, INC.

WEALTH ACUMEN, INC.

Advisory

CO

Data as of Feb 17, 2026 · Source: SEC Form ADV

Average account

$2M

across 14 accounts

AUM per adviser

$27M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$27M

Discretionary AUM$27M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients7

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

7 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CO

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

BURROS WEALTH MANAGEMENT, LLC

$27M

CORDILLERA ASSET MANAGEMENT

WHEAT RIDGE, CO

$27M

DENDRITE CAPITAL, LLC

$27M

SAMPLE FINANCIAL SOLUTIONS, LLC

$28M

$28M

CHASEFIELD CAPITAL LLC

CASTLE ROCK, CO

$27M

Get the full picture on WEALTH ACUMEN, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track WEALTH ACUMEN, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans