← Back to searchVisit website
TARGETED WEALTH SOLUTIONS
TARGETED WEALTH SOLUTIONS LLC
CRD 282131
1755 TELSTAR DR, 3RD FLOOR, COLORADO SPRINGS, CO, 80920, United States
Phone
303-800-8179
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$71.7M
Discretionary AUM
$67.8M
Team
5 total employees; 5 advisory reps; 7 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 80 | $20.3M |
| High net worth individuals | 24 | $50.7M |
| Pension/profit sharing plans | 1 | $620K |
All web addresses on file
Official SEC filing: View on IAPD