A & I Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lone Tree, CO. Its latest Form ADV filing, dated April 8, 2026, reports $560M in regulatory assets under management, 9 employees, and 1,683 accounts.
Assets Under Management
$560M
Employees
9
Offices
--
Total Clients
518
Primary office
LONE TREE, CO
9605 KINGSTON COURT, SUITE 190, LONE TREE, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 19, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.1% of total clients.
Top client categories% of clientsClients
1
Individuals
68.1%
353
2
HNWI
31.9%
165
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$560Mas of April 8, 2026
Discretionary90.4%
$506M
90% of total RAUM90.4%
Non-discretionary9.6%
$54M
10% of total RAUM9.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$560M
Total Accounts1,683
10Y AUM Change+$352M (+169.7%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee58:1
10Y Employee Change+2 (+28.6%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.