# MY WEALTH PLANNERS

MY WEALTH PLANNERS of LONGMONT, CO is an SEC-registered investment adviser.

## Registration

- CRD: 305664
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305664/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305664/similar
- Related entities: https://search.stillhousedata.com/firm/305664/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305664

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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.