SCENIC WEALTH MANAGEMENT, LLC

SCENIC WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 154290). Regulatory assets under management: $63.9M.

Registration

• CRD: 154290
• SEC file number: 801-71595
• Type: Registered investment adviser
• Phone: 303-507-3961
• Latest filing: 2026-03-27
• Regulatory AUM: $63.9M
• Discretionary AUM: $63.9M
• Clients: 1
• Accounts: 210

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154290 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search