# PANORAMA WEALTH ADVISORS

PANORAMA WEALTH ADVISORS of GREENWOOD VILLAGE, CO is an SEC-registered investment adviser.

## Registration

- CRD: 324199
- Type: SEC-registered investment adviser
- SEC file number: 801-127465
- Location: 5619 DTC PARKWAY, GREENWOOD VILLAGE, CO, 80111
- Phone: 720-356-0779
- Latest filing: 2026-03-31
- Regulatory AUM: $133.7M
- Discretionary AUM: $133.7M
- Clients: 3
- Accounts: 541

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Kenneth Laird Macdonald | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Bryan Scott Jarman | MEMBER | — |
| MACDONALD KENNETH Laird | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| JARMAN BRYAN SCOTT | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/324199/brochure
- Similar advisers: https://search.stillhousedata.com/firm/324199/similar
- Related entities: https://search.stillhousedata.com/firm/324199/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/324199

---

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.