RIA Intel›Advisers›Colorado›WEALTHEQ LLC

WEALTHEQ LLC

Advisory

ERIE, CO

Data as of Aug 15, 2026 · Source: SEC Form ADV

Average account

$587K

across 45 accounts

AUM per adviser

$26M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 15, 2026.

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$26M

Discretionary AUM$26M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients12

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

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

12 clients

11 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.

HAYKIN WEALTH MANAGEMENT, CORP

$26M

BRUMLEY INTERNATIONAL GROUP INCORPORATED

$27M

PENECO INVESTMENTS LLC

GREENWOOD VILLAGE, CO

$26M

VON RECKERS WEALTH MANAGEMENT, CORP.

$26M

BZ WEALTH ADVISORS, LLC

$26M

COLORADO INVESTMENT MANAGEMENT INC

$27M

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