Investment adviser · CRD 105433
ALPINE WEALTH ADVISORS, LLC
Investment adviser filing (IA)
DENVER, CO, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $116M Form ADV · Item 5.F
- Client accounts
- 240 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 47 | $103,404,125 | 89.4% |
| Individuals | 11 | $11,547,382 | 10.0% |
| Corporations & businesses | Fewer than 5 | $662,992 | 0.6% |
| Charities | Fewer than 5 | $56,513 | 0.0% |
Filing source
Form ADV 2062865 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
260 NORTH JOSEPHINE STREET, SUITE 600DENVER, CO, 80220, United States
CRD 105433
Filing source
Form ADV 2062865 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.