RIA Intel›Advisers›Colorado›WEALTH IQ LLC

WEALTH IQ LLC

Advisory

Data as of Jul 24, 2026 · Source: SEC Form ADV

Average account

$331K

across 4 accounts

AUM per adviser

$1M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 24, 2026.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$1M

Discretionary AUM$1M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients2

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, IL, TX

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

2 clients

1 high-net-worth

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.

1ST CONSUMER ADVISORY GROUP LLC

GREENWOOD VILLAGE, CO

$1M

YETI WEALTH MANAGEMENT GROUP, LLC

GREENWOOD VILLAGE, CO

$1M

ROCK FINANCIAL PLANNING LLC

$1M

TREE LINE STRATEGY GROUP LLC

$1M

FRIEND FINANCIAL GROUP INC

THORNTON, CO

$1M

ALPINE FINANCIAL ADVISERS, LLC

$1M

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