ADVENTURE WEALTH ADVISORS

ADVENTURE WEALTH ADVISORS is an SEC-registered investment adviser (CRD 307039). Regulatory assets under management: $31.4M.

Registration

• CRD: 307039
• Type: Registered investment adviser
• Phone: 970-235-1101
• Latest filing: 2026-06-24
• Regulatory AUM: $31.4M
• Discretionary AUM: $31.4M
• Clients: 1
• Accounts: 31

Business model

Compensation: % of AUM, Hourly, 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 307039 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search