SCOPE WEALTH MANAGEMENT

SCOPE WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 179534). Regulatory assets under management: $7.0M.

Registration

• CRD: 179534
• Type: Registered investment adviser
• Phone: 303-523-2032
• Latest filing: 2026-03-11
• Regulatory AUM: $7.0M
• Discretionary AUM: $7.0M
• Clients: 2
• Accounts: 23

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 179534 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search