AdvisorGrade
Fee-onlyFiduciaryNo reported disclosuresLocal

Alpine Wealth Advisors, LLC

Alpine Wealth Advisors, LLC is a fee-only, SEC-registered investment adviser in Denver, Colorado, registered with the SEC since 2024, managing approximately $116M. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.

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Source: SEC Form ADV · CRD #105433 · SEC #801-130531 · SEC-registered since 2024 (2 yrs) · Last filing data January 1, 2026

AUM
$116M

as of 2026

Fee model
Fee-only

per Form ADV 5.E

Clients
Not reported

Form ADV 5.C — may be institutional

Employees
1

1 advisers

Assets per adviser

$116Mper adviser

A scale-normalized measure that lets you compare large and small firms. The typical firm in our directory manages about $102M per adviser — this firm is around the typical range.

From alpinewealthadvisors.com

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Overview

AI-generated summary

Alpine Wealth Advisors, LLC is a fee-only, SEC-registered investment adviser based in Denver, Colorado. It reported approximately $116M in regulatory assets under management on its most recent Form ADV. The firm reported no disclosures on its most recent Form ADV filing.

This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.

Firm details

CRD #
105433
SEC #
801-130531
Headquarters
Denver, CO
Employees
1

Clients served

Client types not reported on this filing.

Fees & compensation

  • Compensation model: Fee-only — the firm reports being paid by clients (e.g. a percentage of assets) and not through commissions.
  • Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
  • Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
  • Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.

Assets under management

2026$116M
Assets under management by year
YearReported AUM
2026$116M

Reflects the most recent Form ADV filing. Multi-year history is added as additional historical filings are ingested.

Disclosures

Alpine Wealth Advisors, LLC reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

Frequently asked questions

Is Alpine Wealth Advisors, LLC a fiduciary?+

Yes. Alpine Wealth Advisors, LLC is an SEC-registered investment adviser (CRD #105433), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.

How is Alpine Wealth Advisors, LLC compensated?+

Alpine Wealth Advisors, LLC reports a fee-only compensation model on its Form ADV. Fee-only advisers are paid by their clients (for example, a percentage of assets managed) and do not earn commissions. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.

How much money does Alpine Wealth Advisors, LLC manage?+

Alpine Wealth Advisors, LLC reported approximately $116M in regulatory assets under management as of its most recent Form ADV filing.

Does Alpine Wealth Advisors, LLC have any disclosures?+

Alpine Wealth Advisors, LLC reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

This profile is generated from publicly available SEC filings. Alpine Wealth Advisors, LLC has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.

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