# TARGETED WEALTH SOLUTIONS

TARGETED WEALTH SOLUTIONS of COLORADO SPRINGS, CO is an SEC-registered investment adviser.

## Registration

- CRD: 282131
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282131/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282131/similar
- Related entities: https://search.stillhousedata.com/firm/282131/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282131

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.