This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0

Regulatory AUM

$134MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$134M

Private client RAUM

$134MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$66.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

541

Individual clients

161

High net worth clients

39

Custody, client assets

$36.0M

SEC number

801-127465

CRD

324199

Filings on the tape

8

First filed

Feb 13, 2023

Latest filed

Mar 31, 2026

Organised

Limited Liability Company, CO

Website

pwa.llc

• Occurred

  Dec 31, 2023
  Team lift-out

  2 advisors left Infinium Investment Advisors, LLC (Denver, CO) for Panorama Wealth Advisors on the same day

  Form ADVobserved 5 days ago
  2 advisors
• Occurred

  Feb 13, 2023
  First Form ADV filing

  Panoraman Wealth Advisors filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:56495e6b-0c20-eb19-d141-925a57aac5fb

First observed

Feb 13, 2023

Last observed

Mar 31, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.