# Citrine & Gold LLC

> Citrine & Gold LLC is a state-registered investment advisory firm in Denver, CO, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 328183
- Filed as: CITRINE & GOLD LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328183
- AdvisorCensus page: https://advisorcensus.com/firm/citrine-and-gold-llc-denver-co-328183

## Quick answers

**How is Citrine & Gold LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Citrine & Gold LLC 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 Citrine & Gold LLC located?**
Citrine & Gold LLC's principal office is in Denver, CO, according to its Form ADV.

**Is Citrine & Gold LLC registered with the SEC or a state?**
Citrine & Gold LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328183.

**How much does Citrine & Gold LLC manage?**
Citrine & Gold LLC reports $3,114,135 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Citrine & Gold LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (57).

**Does Citrine & Gold LLC 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/328183

## 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: $3,114,135
- Discretionary: $3,114,135
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 57 | $3,114,135 |

### 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: 2023 (2 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- citrineandgold.com
- Facebook @citrineandgold
- Instagram @citrineandgold
- LinkedIn @citrineandgold
- LinkedIn @brynna-wilson-54a12b67

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Citrine & Gold LLC (CRD 328183): Form ADV filing data as of October 2026.