RIA Intel›Advisers›Colorado›WILLCOX WEALTH PLANNING, LLC

WILLCOX WEALTH PLANNING, LLC

Advisory

CO

Data as of Aug 10, 2026 · Source: SEC Form ADV

Average account
$186K
across 18 accounts
AUM per adviser
$3M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 10, 2026.

Total AUM
$3M
Discretionary %
100%
Clients
7
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$3M
Discretionary AUM$3M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients7
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO, NY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

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

SYSTEMATIC WEALTH MANAGEMENT, INC.
GLENWOOD SPRINGS, CO
$3M
RAHMIG WILLIAM CONRAD
GOLDEN, CO
$3M
+29.8% 1Y
ASPEN GOLD FINANCIAL LLC
BRIGHTON, CO
$3M
GALVEN CAPITAL MANAGEMENT, LLC
TELLURIDE, CO
$3M
+97.9% 1Y
MERRIWETHER INVESTMENTS, INC.
DENVER, CO
$3M
ALPHA INVESTMENT MANAGEMENT, LLC
BROOMFIELD, CO
$3M
-78.5% 1Y

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