RIA Intel›Advisers›Texas›WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC

WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC

Advisory

N·THE WOODLANDS, TX

Data as of Jan 9, 2026 · Source: SEC Form ADV

Total AUM
$303M
1-Year AUM Growth
+15.6%
3-Year CAGR
+12.5%
Employees
1
Assets Under Management
Total AUM$303M
Discretionary AUM$266M
Non-Discretionary AUM$36M
Discretionary %88%
Total Clients42
Team
Total Employees1
Investment Advisers2
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record20
First FilingFeb 23, 2016
Latest FilingJan 9, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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