Red Mountain Financial, LLC
Red Mountain Financial, LLC is an SEC-registered wealth manager in Fort Collins, CO with $184.4M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Red Mountain Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 277100, SEC 801-128506, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $184.4M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Fort Collins, CO
- Employees
- 1
- Clients
- 151
- CRD
- 277100
- Ownership
- BARR, CHRISTOPHER, JAY
How much AUM does Red Mountain Financial, LLC have?
Red Mountain Financial, LLC reported $184.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Red Mountain Financial, LLC?
Disclosed owners and executives of Red Mountain Financial, LLC include BARR, CHRISTOPHER, JAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.