MY WEALTH PLANNERS

MY WEALTH PLANNERS of LONGMONT, CO is an SEC-registered investment adviser (CRD 305664). Regulatory assets under management: $99.0M.

Registration

• CRD: 305664
• Type: Registered investment adviser
• Location: 720 100 YEAR PARTY COURT, LONGMONT, CO, 80504
• Phone: 303-600-3757
• Latest filing: 2026-01-20
• Regulatory AUM: $99.0M
• Discretionary AUM: $96.9M
• Non-discretionary AUM: $2.1M
• Clients: 4
• Accounts: 442

Business model

Compensation: % of AUM, 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 305664 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search