RIA Intel›Advisers›Colorado›WEALTH MANAGEMENT ADVISORS RIA, INC.

WEALTH MANAGEMENT ADVISORS RIA, INC.

Advisory

WINDSOR, CO

Data as of Aug 4, 2026 · Source: SEC Form ADV

Rank in CO

#485

of 720 advisers by AUM

Average account

$763K

across 151 accounts

AUM per adviser

$58M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 4, 2026.

Total AUM

$115M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$115M

Discretionary AUM$115M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients151

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, CO, LA, 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

151 clients

30 high-net-worth

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

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