Investment adviser · CRD 342227
SWEET INTELLIGENCE INC
Investment adviser filing (IA)
DENVER, CO, United States · Form ADV filed May 25, 2026
- Regulatory AUM
- $25M Form ADV · Item 5.F
- Client accounts
- 1,000 Accounts, not individual clients
- Employees
- 30 Reported in this filing
- Advisory professionals
- 30 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 |
|---|---|---|---|
| Individuals | 150 | $25,000,000 | 100.0% |
| High-net-worth individuals | Fewer than 5 | $0 | 0.0% |
| Banks & thrifts | Fewer than 5 | $0 | 0.0% |
| Retirement plans | Fewer than 5 | $0 | 0.0% |
| Charities | Fewer than 5 | $0 | 0.0% |
| Government entities | Fewer than 5 | $0 | 0.0% |
| Other investment advisers | Fewer than 5 | $0 | 0.0% |
| Insurance companies | Fewer than 5 | $0 | 0.0% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $0 | 0.0% |
| Corporations & businesses | Fewer than 5 | $0 | 0.0% |
| Other clients | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 2106747 · May 25, 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: May 25, 2026. View historical filings
Reported services
Financial planning
Compensation
Percentage of assets · Subscription · Fixed
Principal office
1312 17TH ST, UNIT NUM-2955DENVER, CO, 80202, United States
CRD 342227
Filing source
Form ADV 2106747 · May 25, 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.