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.

SEC-registered adviser

Forty North Wealth

Independent wealth managerGlendale, ColoradoCRD 290770SEC 801-112146website IAPD

Legal name Panoramic Investment Advisors, LLC

Latest filing Mar 17, 2026

First filing on the tape Nov 10, 2017 · 25 filings

SEC status approved since Dec 8, 2017

RAUM

$351M

reported, Item 5.F

Discretionary

91%

of RAUM

Private clients

100%

$350M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$31.9M

derived; firm RAUM over IAPD count

Employees

8 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

25 filings and snapshots on the tape

RAUM$351M as of Mar 17, 2026

Mar 6, 2018$128M then

HNW client RAUM$173M as of Mar 17, 2026

Mar 6, 2018$58.9M then

State-registered IARs (5.B.3)11 as of Mar 17, 2026

Mar 6, 20185 then

Employees (5.A)12 as of Mar 17, 2026

Mar 6, 20185 then

Private funds: no history

RAUM +20% over the last fiscal year+21% a year over threeIARs 12 to 11

Practice profile

derived from the filing of Mar 17, 2026; every figure names its basis

RAUM per advisor: $31.9MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 48derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $2.3MderivedHNW RAUM over HNW clients
Average account: $295,374derivedRAUM over accounts (5.F.2.f)
Discretionary: 91%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.1derivedItem 5.A over advisors
Advisors per office: 2.8derived4 offices incl. principal (1.F.5)
RAUM growth, one year: +20%derivedbetween the last two annual amendments
Advisor growth, one year: -8.3%derivedItem 5.B.3 between annual amendments
Client growth, one year: +6.4%derived
Compensation: percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
Custody: $71.9M, 167 clientsreportedItem 9.A
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)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
marketing includes testimonials (5.L.1.c)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Individuals$177M50%
High-net-worth individuals$173M49%
Corporations and businesses$595,6900.2%

Individual clients: 458reported
HNW clients: 74reported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 1,187reported
Financial planning clients: 0reported
Wrap fee programs: noreported
Custody of client assets: $71.9M for 167 clientsreported
Compensation: % of AUM, fixed, hourlyreported
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

11 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
William Paul Tanner	Glendale, Co	Dec 19, 2017	50 y	1
Michael Allan Davis	Glendale, Co	Dec 19, 2017	31 y	1
Donald Phillip Hafner	Aurora, Co	Dec 20, 2017	41 y	1
Stephen Michael Tanner	Glendale, Co	Dec 20, 2017	32 y	0
Dustin Scott DingesCertified Financial Planner	Glendale, Co	Aug 15, 2019	32 y	0
Nicholas John SchneiderCertified Financial Planner	Glendale, Co	Nov 15, 2021	17 y	4
Timothy A Szymanski	Glendale, Co	Dec 14, 2022	19 y	4
Tammi Sue Ellis	Glendale, Co	Aug 2, 2023	10 y	0
Lindsay M Rider	Glendale, Co	Nov 8, 2023	14 y	0
Matthew David TuftCertified Financial Planner	Glendale, Co	Jan 15, 2024	22 y	1
Catherine Smith Teichert	Sheridan, Wy	Mar 8, 2024	12 y	1

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

Catherine Smith Teichert from Frontier Asset Management, LLC
Mar 8, 2024 · RIA to RIA
Matthew David Tuft from Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jan 15, 2024 · Wirehouse to independent RIA
Timothy A Szymanski from Ntb Advisors, A Division Of Ntb Financial Corporation
Dec 14, 2022 · Affiliated broker-dealer or bank to independent RIA
Nicholas John Schneider from Pruco Securities, LLC
Nov 15, 2021 · Affiliated broker-dealer or bank to independent RIA
Donald Phillip Hafner from Sii Investments, Inc.
Dec 20, 2017 · Affiliated broker-dealer or bank to a newly registered adviser
Michael Allan Davis from Sii Investments, Inc.
Dec 19, 2017 · Affiliated broker-dealer or bank to a newly registered adviser
William Paul Tanner from Sii Investments, Inc.
Dec 19, 2017 · Affiliated broker-dealer or bank to a newly registered adviser

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

3 joined from Sii Investments, Inc.
Dec 19, 2017 · Centennial, Co

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

R Stacie Craddock · Ccocontrol
since 11/2017 · owns less than 5%
Lee Steven Salter · Managing Membercontrol
since 11/2017 · owns 75% or more

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
Glendale, Co · principal	11	0	0
Aurora, Co	2	0	0

Offices

Schedule D 1.F, the 25 largest

Wheat Ridge, CO2 employees
Greenwood Village, CO1 employees
Parker, CO1 employees

What changed

consecutive filings, newest first

Accounts · 1,066 to 1,187
Jan 16, 2026 to Mar 17, 2026
Business name · PANORAMIC INVESTMENT ADVISORS to FORTY NORTH WEALTH
Jan 16, 2026 to Mar 17, 2026
Charity clients · 1.0 to unset
Jan 16, 2026 to Mar 17, 2026
Corporate clients · unset to 2.0
Jan 16, 2026 to Mar 17, 2026
HNW clients · 70 to 74
Jan 16, 2026 to Mar 17, 2026
Individual clients · 430 to 458
Jan 16, 2026 to Mar 17, 2026
Assets in custody · $69.2M to $71.9M
Jan 16, 2026 to Mar 17, 2026
Financial planning clients · 1-10 to 0
Jan 16, 2026 to Mar 17, 2026
State-registered IARs · 12 to 11
Jan 16, 2026 to Mar 17, 2026
Discretionary RAUM · $293M to $320M
Jan 16, 2026 to Mar 17, 2026
HNW RAUM · $148M to $173M
Jan 16, 2026 to Mar 17, 2026
Individual RAUM · $145M to $177M
Jan 16, 2026 to Mar 17, 2026
Non-discretionary RAUM · $0 to $30.9M
Jan 16, 2026 to Mar 17, 2026
RAUM · $293M to $351M
Jan 16, 2026 to Mar 17, 2026
Related adviser · true to false
Jan 16, 2026 to Mar 17, 2026
Financial planning clients · 1-10 to 1-10
Apr 10, 2025 to May 15, 2025
Accounts · 955 to 1,066
Jan 10, 2025 to Apr 10, 2025
Corporate clients · 1.0 to unset
Jan 10, 2025 to Apr 10, 2025
HNW clients · 65 to 70
Jan 10, 2025 to Apr 10, 2025
Individual clients · 405 to 430
Jan 10, 2025 to Apr 10, 2025
Assets in custody · $18.0M to $69.2M
Jan 10, 2025 to Apr 10, 2025
Discretionary RAUM · $242M to $293M
Jan 10, 2025 to Apr 10, 2025
HNW RAUM · $122M to $148M
Jan 10, 2025 to Apr 10, 2025
Individual RAUM · $120M to $145M
Jan 10, 2025 to Apr 10, 2025
RAUM · $242M to $293M
Jan 10, 2025 to Apr 10, 2025
Related adviser · false to true
Jan 10, 2025 to Apr 10, 2025
Individual clients · 426 to 405
Mar 8, 2024 to Mar 22, 2024
Assets in custody · $34.0M to $18.0M
Mar 8, 2024 to Mar 22, 2024
Accounts · 881 to 955
Mar 8, 2024 to Mar 22, 2024
Advisory employees · 7 to 8
Mar 8, 2024 to Mar 22, 2024
BD registered reps · 1 to 0
Mar 8, 2024 to Mar 22, 2024
Corporate clients · 3 to 1
Mar 8, 2024 to Mar 22, 2024
HNW clients · 54 to 65
Mar 8, 2024 to Mar 22, 2024
Employees · 10 to 12
Mar 8, 2024 to Mar 22, 2024
State-registered IARs · 9 to 12
Mar 8, 2024 to Mar 22, 2024
Other offices · 2 to 3
Mar 8, 2024 to Mar 22, 2024
Discretionary RAUM · $198M to $242M
Mar 8, 2024 to Mar 22, 2024
HNW RAUM · $80.5M to $122M
Mar 8, 2024 to Mar 22, 2024
Individual RAUM · $118M to $120M
Mar 8, 2024 to Mar 22, 2024
RAUM · $198M to $242M
Mar 8, 2024 to Mar 22, 2024

Signals

1 dated events

Panoramic Investment Advisors filed its initial SEC registration (Form ADV)
Nov 10, 2017 · 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

Business phone: 303-691-1808reportedpublished by the firm, firm site, Sep 17, 2026
Firm profile: linkedin.com/company/insight-asset-management-llc/aboutreportedpublic record, Form ADV, Sep 17, 2026
Website: fortynorthwealth.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 303-691-1808reportedpublic record, Form ADV, Mar 17, 2026
Contact form: fortynorthwealth.com/contactreportedpublished by the firm, firm site, Sep 17, 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: $31.9Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026