Alpine Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 27, 2026, reports $116M in regulatory assets under management, 1 employee, and 240 accounts.
Assets Under Management
$116M
Employees
1
Offices
--
Total Clients
58
Primary office
DENVER, CO
260 NORTH JOSEPHINE STREET, SUITE 600, DENVER, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 81.0% of total clients.
Top client categories% of clientsClients
1
HNWI
81.0%
47
2
Individuals
19.0%
11
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$116Mas of March 27, 2026
Discretionary100.0%
$116M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$116M
Total Accounts240
10Y AUM Change+$13M (+12.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee58:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.