SYSTEMATIC WEALTH MANAGEMENT, INC.

SYSTEMATIC WEALTH MANAGEMENT, INC. of GLENWOOD SPRINGS, CO is an SEC-registered investment adviser (CRD 326687). Regulatory assets under management: $3.4M.

Registration

• CRD: 326687
• Type: Registered investment adviser
• Location: 817 COLORADO AVENUE, GLENWOOD SPRINGS, CO, 81601
• Phone: 970-832-0529
• Latest filing: 2026-03-16
• Regulatory AUM: $3.4M
• Discretionary AUM: $3.4M
• Clients: 1
• Accounts: 16

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 326687 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search