ARAX ADVISORY PARTNERS

ARAX ADVISORY PARTNERS, LLC

CRD 133535 · SEC 801-67165

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730 17TH STREET, SUITE 107, DENVER, CO, 80202, United States

Phone

303-633-5900

Fax

303-860-8956

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$11.30B

Discretionary AUM

$10.88B

Team

122 total employees; 55 advisory reps; 10 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; SEMINARS, TRUSTEE SERVICES, BILL PAY, TAX PREP, RIA SHARED SVCS

Org form

Limited Liability Company

Filing date

2026-05-06

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsTRUSTEE SERVICES, BILL PAY AND TAX PREP

Client types

Type	Clients	AUM
Individuals	5109	$1.24B
High net worth individuals	1840	$8.63B
Pension/profit sharing plans	35	$137.9M
Charitable organizations	106	$199.9M
Other investment advisers	3	$24.2M
Corporations/business entities	212	$1.08B

States served

AL, AZ, AR, CA, CO, DC, GA, ID, IL, IN, IA, KS, LA, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, HI, CT, FL

Official SEC filing: View on IAPD

ARAX ADVISORY PARTNERS

Services

Client types

States served

All web addresses on file