A & I Wealth Management
A & I Wealth Management is an SEC-registered wealth manager in Lone Tree, CO with $560.0M assets under management (AUM, regulatory AUM), +21% over one year. See who owns A & I Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148357, SEC 801-69819, data through 2026-04-08.
- AUM (assets under management / regulatory AUM)
- $560.0M (2026-04-08)
- Firm type
- Wealth Manager
- Location
- Lone Tree, CO
- Employees
- 9
- Clients
- 518
- CRD
- 148357
- Ownership
- REWINKEL, MERWYN, ARTHUR; REWINKEL, INGE, CATHARINE; FRANK, KARL, FREDRICK; FRANK, STACEY, KATRINA; A & I HOLDINGS, LLC
How much AUM does A & I Wealth Management have?
A & I Wealth Management reported $560.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-08).
Who owns A & I Wealth Management?
Disclosed owners and executives of A & I Wealth Management include REWINKEL, MERWYN, ARTHUR, REWINKEL, INGE, CATHARINE, FRANK, KARL, FREDRICK, FRANK, STACEY, KATRINA, A & I HOLDINGS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.