DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
F•• W••••• M•••••••••
Legal name F•• A•••• M••••••••• L••
Latest filing Mar 23, 2026
First filing on the tape Jun 6, 2024 · 4 filings
SEC status approved since Jul 8, 2024
RAUM
$147M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$147M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$49.1M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$147M as of Mar 23, 2026
Mar 24, 2025$122M then
HNW client RAUM$95.6M as of Mar 23, 2026
Mar 24, 2025$75.4M then
State-registered IARs (5.B.3)3 as of Mar 23, 2026
Mar 24, 20253 then
Employees (5.A)3 as of Mar 23, 2026
Mar 24, 20253 then
Private funds: no history
RAUM +21% over the last fiscal yearIARs 3 to 3
Practice profile
derived from the filing of Mar 23, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $49.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 71derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.2MderivedHNW RAUM over HNW clients
- Average account
- $232,054derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +21%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +21%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$95.6M65%
- Individuals$51.8M35%
- Individual clients
- 171reported
- HNW clients
- 43reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 635reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| B•••• M•••••• M••••• | Centennial, Co | Nov 19, 2015 | 32 y | 0 |
| A•••• R••••• A•••••••Certified Financial Planner, Chartered Financial Consultant | Centennial, Co | Sep 11, 2019 | 19 y | 4 |
| W•••••• J••••• D••••••Certified Financial Planner | Centennial, Co | Aug 18, 2021 | 32 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- A•••• R••••• A••••••• from C••••• H•••• I••••••••• A•••••••• I•••Sep 11, 2019 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- A•••••••• A••••• R••••• · President Of Wealth Management / Chief Compliance Officercontrolsince 09/2018 · owns 25% to 50%
- M•••••• B••••• M•••••• · Managing Membercontrolsince 06/2015 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Centennial, Co · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 564 to 635Mar 24, 2025 to Mar 23, 2026
- HNW clients · 35 to 43Mar 24, 2025 to Mar 23, 2026
- Individual clients · 142 to 171Mar 24, 2025 to Mar 23, 2026
- Discretionary RAUM · $122M to $147MMar 24, 2025 to Mar 23, 2026
- HNW RAUM · $75.4M to $95.6MMar 24, 2025 to Mar 23, 2026
- Individual RAUM · $46.6M to $51.8MMar 24, 2025 to Mar 23, 2026
- RAUM · $122M to $147MMar 24, 2025 to Mar 23, 2026
- Accounts · 517 to 564Sep 3, 2024 to Mar 24, 2025
- HNW clients · 29 to 35Sep 3, 2024 to Mar 24, 2025
- Individual clients · 137 to 142Sep 3, 2024 to Mar 24, 2025
- Financial planning clients · 0 to 0Sep 3, 2024 to Mar 24, 2025
- Discretionary RAUM · $101M to $122MSep 3, 2024 to Mar 24, 2025
- HNW RAUM · $56.3M to $75.4MSep 3, 2024 to Mar 24, 2025
- Individual RAUM · $44.5M to $46.6MSep 3, 2024 to Mar 24, 2025
- RAUM · $101M to $122MSep 3, 2024 to Mar 24, 2025
- HQ city · ENGLEWOOD to CENTENNIALJun 6, 2024 to Sep 3, 2024
Signals
1 dated events
- F•• W••••• M••••••••• filed its initial SEC registration (Form ADV)Jun 6, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/fit-wealth-management/aboutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H••••://WWW.FIT-WEALTH.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (303) 618-3587reportedpublic record, Form ADV, Mar 23, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $49.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026