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MY WEALTH PLANNERS
MY WEALTH PLANNERS LLC
CRD 305664
720 100 YEAR PARTY COURT, SUITE 300, LONGMONT, CO, 80504, United States
Phone
303-600-3757
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$99.0M
Discretionary AUM
$96.9M
Team
4 total employees; 2 advisory reps; 17 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 139 | $41.7M |
| High net worth individuals | 36 | $53.6M |
| Pension/profit sharing plans | 7 | $2.1M |
| Charitable organizations | 1 | $1.3M |
| Corporations/business entities | 1 | $350K |
All web addresses on file
Official SEC filing: View on IAPD