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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FORTY NORTH WEALTH

PANORAMIC INVESTMENT ADVISORS, LLC, CRD 290770

GLENDALE, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:76ef1747-8c58-74fe-be1b-abc3cc31d194

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 1
On other graphs: 0
Observed: Nov 10, 2017 to Mar 17, 2026
25 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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=0.0
Regulatory AUM: $351MItem 5.F on the latest filing (2026-03-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $320M
Private client RAUM: $350MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $31.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 8
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 1,187
Individual clients: 458
High net worth clients: 74
Custody, client assets: $71.9M
SEC number: 801-112146
CIK: 1967332
CRD: 290770
Filings on the tape: 25
First filed: Nov 10, 2017
Latest filed: Mar 17, 2026
Organised: Limited Liability Company, CO
Website: insightassetmgmt.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL ALLAN DAVIS	n/a	GLENDALE, CO \| CASTLE ROCK, CO	8	31	1	no
WILLIAM PAUL TANNER	n/a	GLENDALE, CO	8	50	1	no
DONALD PHILLIP HAFNER	n/a	AURORA, CO \| GLENDALE, CO	8	41	1	no
Stephen Michael Tanner	n/a	GLENDALE, CO	8	32	n/a	no
DUSTIN SCOTT DINGES	Certified Financial Planner	GLENDALE, CO	7	32	n/a	no
NICHOLAS JOHN SCHNEIDER	Certified Financial Planner	GLENDALE, CO \| AURORA, CO	4	17	4	no
TIMOTHY A SZYMANSKI	n/a	GLENDALE, CO \| GREENWOOD VILLAGE, CO	3	19	4	no
Tammi Sue Ellis	n/a	Glendale, CO \| GLENDALE, CO	3	10	n/a	no
LINDSAY M RIDER	n/a	GLENDALE, CO	2	14	n/a	no
MATTHEW DAVID TUFT	Certified Financial Planner	GLENDALE, CO	2	22	1	no
Catherine Smith Teichert	n/a	SHERIDAN, WY \| GLENDALE, CO	2	12	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CRADDOCK, STACIE, R	Cco	Na	yes	11/2017	Nov 10, 2017	Apr 11, 2024
SALTER, STEVEN, LEE	MANAGING MEMBER	E	yes	11/2017	Nov 10, 2017	Apr 11, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
WHEAT RIDGE	Co	United States	2	no
GREENWOOD VILLAGE	Co	United States	1	no
Parker	Co	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 9 of 11

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 17, 2026	$351M	$320M	12	8	3	n/a	n/a
2024	Apr 10, 2025	$293M	$293M	12	8	3	n/a	n/a
2023	Mar 22, 2024	$242M	$242M	12	8	3	n/a	n/a
2022	Feb 2, 2023	$198M	$198M	10	7	3	n/a	n/a
2021	Mar 3, 2022	$191M	$191M	11	8	2	n/a	n/a
2020	Mar 31, 2021	$167M	$167M	11	8	2	n/a	n/a
2019	Feb 17, 2020	$147M	$147M	5	5	2	n/a	n/a
2018	Mar 17, 2019	$135M	$135M	5	5	2	n/a	n/a
2017	Mar 6, 2018	$128M	$128M	5	5	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$351M	$293M	19.9%	$198M	20.9%	12	12	3	3

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SII INVESTMENTS, INC.	3	Dec 19, 2017	Dec 20, 2017	CENTENNIAL, CO	Team lift out	Ibd to new firm	1.3%

Relationships

Registered with (11)

← Catherine Smith TeichertAdvisorregistration: current employment
Mar 8, 2024 to presentfactForm ADV
← MATTHEW DAVID TUFTAdvisorregistration: current employment
Jan 15, 2024 to presentfactForm ADV
← LINDSAY M RIDERAdvisorregistration: current employment
Nov 8, 2023 to presentfactForm ADV
← Tammi Sue EllisAdvisorregistration: current employment
Aug 2, 2023 to presentfactForm ADV
← TIMOTHY A SZYMANSKIAdvisorregistration: current employment
Dec 14, 2022 to presentfactForm ADV
← NICHOLAS JOHN SCHNEIDERAdvisorregistration: current employment
Nov 15, 2021 to presentfactForm ADV
← DUSTIN SCOTT DINGESAdvisorregistration: current employment
Aug 15, 2019 to presentfactForm ADV
← DONALD PHILLIP HAFNERAdvisorregistration: current employment
Dec 20, 2017 to presentfactForm ADV
← Stephen Michael TannerAdvisorregistration: current employment
Dec 20, 2017 to presentfactForm ADV
← MICHAEL ALLAN DAVISAdvisorregistration: current employment
Dec 19, 2017 to presentfactForm ADV
← WILLIAM PAUL TANNERAdvisorregistration: current employment
Dec 19, 2017 to presentfactForm ADV

Controls (2)

← SALTER, STEVEN, LEEOwnerMANAGING MEMBER, ownership code E, individual
Nov 10, 2017 to Apr 11, 2024factForm ADV
← CRADDOCK, STACIE, ROwnerCCO, ownership code NA, individual
Nov 10, 2017 to Apr 11, 2024factForm ADV

Moved with (1)

← SII INVESTMENTS, INC.Registered adviser3 advisors, team lift out
Dec 19, 2017 to Dec 20, 2017factForm ADV

Dated events

Occurred
Nov 10, 2017
First Form ADV filing
Panoramic Investment Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:76ef1747-8c58-74fe-be1b-abc3cc31d194
First observed: Nov 10, 2017
Last observed: Mar 17, 2026 6 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.

FORTY NORTH WEALTH

PANORAMIC INVESTMENT ADVISORS, LLC, CRD 290770

GLENDALE, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:76ef1747-8c58-74fe-be1b-abc3cc31d194

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:51 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL ALLAN DAVIS

n/a

GLENDALE, CO | CASTLE ROCK, CO

WILLIAM PAUL TANNER

n/a

GLENDALE, CO

DONALD PHILLIP HAFNER

n/a

AURORA, CO | GLENDALE, CO

Stephen Michael Tanner

n/a

GLENDALE, CO

n/a

DUSTIN SCOTT DINGES

Certified Financial Planner

GLENDALE, CO

n/a

NICHOLAS JOHN SCHNEIDER

Certified Financial Planner

GLENDALE, CO | AURORA, CO

TIMOTHY A SZYMANSKI

n/a

GLENDALE, CO | GREENWOOD VILLAGE, CO

Tammi Sue Ellis

n/a

Glendale, CO | GLENDALE, CO

n/a

LINDSAY M RIDER

n/a

GLENDALE, CO

n/a

MATTHEW DAVID TUFT

Certified Financial Planner

GLENDALE, CO

Catherine Smith Teichert

n/a

SHERIDAN, WY | GLENDALE, CO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CRADDOCK, STACIE, R

Cco

yes

11/2017

Nov 10, 2017

Apr 11, 2024

SALTER, STEVEN, LEE

MANAGING MEMBER

yes

11/2017

Nov 10, 2017

Apr 11, 2024

City

State

Country

Employees

Also broker-dealer

WHEAT RIDGE

United States

GREENWOOD VILLAGE

United States

Parker

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 17, 2026

$351M

$320M

n/a

2024

Apr 10, 2025

$293M

n/a

2023

Mar 22, 2024

$242M

n/a

2022

Feb 2, 2023

$198M

n/a

2021

Mar 3, 2022

$191M

n/a

2020

Mar 31, 2021

$167M

n/a

2019

Feb 17, 2020

$147M

n/a

2018

Mar 17, 2019

$135M

n/a

2017

Mar 6, 2018

$128M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$351M

$293M

19.9%

$198M

20.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SII INVESTMENTS, INC.

Dec 19, 2017

Dec 20, 2017

CENTENNIAL, CO

Team lift out

Ibd to new firm

1.3%