# Adventure Wealth Advisors

> Adventure Wealth Advisors is a state-registered investment advisory firm in Ridgway, CO, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 24, 2026.

- CRD: 307039
- Filed as: ADVENTURE WEALTH ADVISORS
- Legal name: Adventure Wealth Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ridgway, CO
- Filing period: October 2026
- Form ADV filing dated: August 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/307039
- AdvisorCensus page: https://advisorcensus.com/firm/adventure-wealth-advisors-ridgway-co-307039

## Quick answers

**How is Adventure Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Adventure Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Adventure Wealth Advisors located?**
Adventure Wealth Advisors' principal office is in Ridgway, CO, according to its Form ADV.

**Is Adventure Wealth Advisors registered with the SEC or a state?**
Adventure Wealth Advisors is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 307039.

**How much does Adventure Wealth Advisors manage?**
Adventure Wealth Advisors reports $31,398,928 in regulatory assets under management in its Form ADV filing dated August 24, 2026 (100% discretionary).

**What types of clients does Adventure Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31).

**Does Adventure Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/307039

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $31,398,928
- Discretionary: $31,398,928
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $31,398,928 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, NJ, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [adventurewealth.com](https://adventurewealth.com)
- LinkedIn @64880183
- LinkedIn @meyersdan
- YouTube @adventurewealthadvisorsllc3034

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Adventure Wealth Advisors (CRD 307039): Form ADV filing data as of October 2026.