Family Office Real Estate Daily · Family Office Directory

Colorado Family Offices

Firms

$128.4B

Total tracked AUM

$84.4B

Largest single firm

29 / 2

Multi / Single

Largest by reported AUM in Colorado: Mercer Global Advisors Inc..

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Firm	Type	City	AUM	Contact	Site
Mercer Global Advisors Inc. Multi-Family Office · Denver	Multi-Family Office	Denver	$84.4B	Phone	visit
Arax Advisory Partners Multi-Family Office · Denver	Multi-Family Office	Denver	$11.3B	Email + phone	visit
Aspen Grove Capital, LLC Multi-Family Office · Avon	Multi-Family Office	Avon	$6.7B	Email + phone	visit
Jfg Family Office Multi-Family Office · Denver	Multi-Family Office	Denver	$4.5B	Email + phone	—
Iwp Wealth Management LLC Multi-Family Office · Denver	Multi-Family Office	Denver	$4.3B	Email + phone	—
Swan Global Investments, LLC Multi-Family Office · Durango	Multi-Family Office	Durango	$2.4B	Phone	visit
Spruceview Capital Partners LLC Multi-Family Office · Denver	Multi-Family Office	Denver	$2.3B	Email + phone	—
Bsw Wealth Partners Multi-Family Office · Boulder	Multi-Family Office	Boulder	$2.2B	Phone	—
Corundum Group, Inc. Multi-Family Office · Colorado Springs	Multi-Family Office	Colorado Springs	$1.7B	Email + phone	visit
Class Vi Family Office, LLC Multi-Family Office · Denver	Multi-Family Office	Denver	$1.5B	Email + phone	visit
Aether Investment Partners, LLCVerified Multi-Family Office · Littleton	Multi-Family Office	Littleton	$1.1B	Email + phone	—
Mattern Capital Management, LLC Multi-Family Office · Lakewood	Multi-Family Office	Lakewood	$1.1B	Email + phone	—
Tillman Hartley LLC Multi-Family Office · Denver	Multi-Family Office	Denver	$746M	Phone	visit
Focused Alpha, LLC Multi-Family Office · Greenwood Village	Multi-Family Office	Greenwood Village	$664M	Email + phone	—
Keystone Global Partners LLC Multi-Family Office · Denver	Multi-Family Office	Denver	$581M	Email + phone	—
Jupiter Wealth Management, LLC Multi-Family Office · Glendale	Multi-Family Office	Glendale	$417M	Email + phone	visit
Alpha Capital Family Office, LLC Multi-Family Office · Greenwood Village	Multi-Family Office	Greenwood Village	$296M	Phone	visit
Bespoke Advisory Multi-Family Office · Evergreen	Multi-Family Office	Evergreen	$284M	Phone	visit
Peak Financial Advisors Multi-Family Office · Denver	Multi-Family Office	Denver	$269M	Email + phone	visit
The Wealth Conservancy, Inc. Multi-Family Office · Boulder	Multi-Family Office	Boulder	$260M	Phone	—
Stone Creek Group, LLC Multi-Family Office · Englewood	Multi-Family Office	Englewood	$251M	Phone	—
Toro West Capital Advisors Multi-Family Office · Louisville	Multi-Family Office	Louisville	$246M	Phone	visit
Consilium, LLC Multi-Family Office · Boulder	Multi-Family Office	Boulder	$215M	Email + phone	visit
Bauer Wealth Management Inc. Multi-Family Office · Colorado Springs	Multi-Family Office	Colorado Springs	$206M	Email + phone	visit
Asset Management Group Investment Corp. Multi-Family Office · Greenwood Village	Multi-Family Office	Greenwood Village	$151M	Phone	—
Pulliam Family Office, LLC Multi-Family Office · Crested Butte	Multi-Family Office	Crested Butte	$142M	Email + phone	visit
Swan Wealth Advisors, LLC Multi-Family Office · Durango	Multi-Family Office	Durango	$98M	Phone	visit
Class Vi Ventures, LLC Multi-Family Office · Denver	Multi-Family Office	Denver	$15M	Phone	—
Exceptional Wealth & Family Office Multi-Family Office · Colorado Springs	Multi-Family Office	Colorado Springs	n/d	Email + phone	visit
CVA Family Office, LLC Single-Family Office · Denver	Single-Family Office	Denver	n/d	Phone	—
Wealthgate Family Office, LLC Single-Family Office · Boulder	Single-Family Office	Boulder	n/d	Phone	—

Source: SEC Form ADV / IAPD. AUM figures are as last reported and may be estimates; verify before acting. Contact details are revealed to verified members only and provided for professional outreach.