Overview
Assets Under Management: $147 million
Headquarters: CENTENNIAL, CO
High-Net-Worth Clients: 43
Average Client Assets: $2.2 million
Frequently Asked Questions
FIT WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #281494), FIT WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
FIT WEALTH MANAGEMENT is headquartered in CENTENNIAL, CO.
FIT WEALTH MANAGEMENT serves 43 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, FIT WEALTH MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
FIT WEALTH MANAGEMENT manages $147 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, FIT WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.85%
Average Client Assets: $2.2 million
Total Client Accounts: 635
Discretionary Accounts: 635
Regulatory Filings
CRD Number: 281494
Filing ID: 2057541
Last Filing Date: 2026-03-23 12:11:39