RIA Intel›Advisers›Colorado›YETI WEALTH MANAGEMENT GROUP, LLC

YETI WEALTH MANAGEMENT GROUP, LLC

Advisory

GREENWOOD VILLAGE, CO

Data as of May 7, 2026 · Source: SEC Form ADV

Average account

$56K

across 22 accounts

AUM per adviser

$1M

1 adviser

Source: SEC Form ADV. Figures as filed May 7, 2026.

Total AUM

$1M

Discretionary %

100%

Clients

10

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$1M

Discretionary AUM$1M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees1

Investment Advisers1

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

10 clients

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

TREE LINE STRATEGY GROUP LLC

$1M

BIGELOW & HART CAPITAL MANAGEMENT LLC

DENVER, CO

$1M

-99.8% 1Y

WEALTH IQ LLC

$1M

BLACK CAPITAL, LLC

CORTEZ, CO

$1M

ROCK FINANCIAL PLANNING LLC

$1M

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