ONE BRICK PLANNING & CONSULTING, LLC

ONE BRICK PLANNING & CONSULTING, LLC of GREENWOOD VILLAGE, CO is an SEC-registered investment adviser (CRD 277047). Regulatory assets under management: $30.5M.

Registration

• CRD: 277047
• Type: Registered investment adviser
• Location: 5500 GREENWOOD PLAZA BLVD #130, GREENWOOD VILLAGE, CO, 80111
• Phone: 720-660-2491
• Latest filing: 2026-03-17
• Regulatory AUM: $30.5M
• Discretionary AUM: $28.6M
• Non-discretionary AUM: $1.9M
• Clients: 3
• Accounts: 182

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 277047 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search