# Pagosa Wealth LLC

> Pagosa Wealth LLC is a state-registered investment advisory firm, registered since 2007, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.

- CRD: 143408
- Filed as: PAGOSA WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/143408
- AdvisorCensus page: https://advisorcensus.com/firm/pagosa-wealth-llc-143408

## Quick answers

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

**Is Pagosa Wealth LLC registered with the SEC or a state?**
Pagosa Wealth LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 143408.

**How much does Pagosa Wealth LLC manage?**
Pagosa Wealth LLC reports $20,390,245 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (0% discretionary).

**Does Pagosa Wealth 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/143408

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $20,390,245
- Discretionary: $0
- Non-discretionary: $20,390,245

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $37,803 |
| High net worth individuals | Fewer than 5 | $20,352,442 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2007 (18 years)
- Employees: 1 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)
- pagosawealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pagosa Wealth LLC (CRD 143408): Form ADV filing data as of October 2026.