Tier One 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 March 20, 2026, reports $154M in regulatory assets under management, 4 employees, and 461 accounts.
Assets Under Management
$154M
Employees
4
Offices
--
Total Clients
220
Primary office
LONE TREE, CO
9380 STATION STREET, SUITE 535, LONE TREE, CO, United States
Top client segmentIndividuals represent 71.8% of total clients.
Top client categories% of clientsClients
1
Individuals
71.8%
158
2
HNWI
27.3%
60
3
Pension Plans
0.9%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$154Mas of March 20, 2026
Discretionary100.0%
$154M
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$154M
Total Accounts461
10Y AUM Change+$154M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee55:1
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.