Tier One Wealth Management
Tier One Wealth Management is an SEC-registered mass-market adviser in Lone Tree, CO with $154.0M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Tier One Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 322893, SEC 801-126595, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $154.0M (2026-03-20)
- Firm type
- Mass-Market Adviser
- Location
- Lone Tree, CO
- Employees
- 4
- Clients
- 220
- CRD
- 322893
- Ownership
- DEXTER, GREGORY, ALLEN; JETT, GARRET, THOMAS
How much AUM does Tier One Wealth Management have?
Tier One Wealth Management reported $154.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Tier One Wealth Management?
Disclosed owners and executives of Tier One Wealth Management include DEXTER, GREGORY, ALLEN, JETT, GARRET, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.