TO WEALTH, LLC

TO WEALTH, LLC is an SEC-registered investment adviser (CRD 291594). Regulatory assets under management: $48.8M.

Registration

• CRD: 291594
• Type: Registered investment adviser
• Phone: 303.209.8480
• Latest filing: 2026-03-24
• Regulatory AUM: $48.8M
• Discretionary AUM: $48.8M
• Clients: 1
• Accounts: 141

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291594 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search