TARGETED WEALTH SOLUTIONS

TARGETED WEALTH SOLUTIONS of COLORADO SPRINGS, CO is an SEC-registered investment adviser (CRD 282131). Regulatory assets under management: $71.7M.

Registration

• CRD: 282131
• Type: Registered investment adviser
• Location: 1755 TELSTAR DR, COLORADO SPRINGS, CO, 80920
• Phone: 303-800-8179
• Latest filing: 2026-03-31
• Regulatory AUM: $71.7M
• Discretionary AUM: $67.8M
• Non-discretionary AUM: $3.8M
• Clients: 5
• Accounts: 280

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282131 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search