Red Mountain Financial Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Durango, CO. Its latest Form ADV filing, dated March 9, 2026, reports $226M in regulatory assets under management, 3 employees, and 639 accounts.
Assets Under Management
$226M
Employees
3
Offices
--
Total Clients
314
Primary office
DURANGO, CO
555 RIVERGATE LANE - SUITE B1-107, DURANGO, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.1% of total clients.
Top client categories% of clientsClients
1
Individuals
77.1%
242
2
HNWI
20.4%
64
3
Corporations
2.2%
7
4
Pension Plans
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$226Mas of March 9, 2026
Discretionary100.0%
$226M
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.
Total AUM$226M
Total Accounts639
10Y AUM Change+$97M (+75.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee105:1
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.