Fit Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Centennial, CO. Its latest Form ADV filing, dated March 23, 2026, reports $147M in regulatory assets under management, 3 employees, and 635 accounts.
Assets Under Management
$147M
Employees
3
Offices
--
Total Clients
214
Primary office
CENTENNIAL, CO
6341 S. TROY CIRCLE UNIT E, CENTENNIAL, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.9% of total clients.
Top client categories% of clientsClients
1
Individuals
79.9%
171
2
HNWI
20.1%
43
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$147Mas of March 23, 2026
Discretionary100.0%
$147M
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$147M
Total Accounts635
10Y AUM Change+$46M (+45.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee71:1
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.