# Targeted Wealth Solutions

> Targeted Wealth Solutions is a state-registered investment advisory firm in Colorado Springs, CO, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 282131
- Filed as: TARGETED WEALTH SOLUTIONS
- Legal name: Targeted Wealth Solutions LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Colorado Springs, CO
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/282131
- AdvisorCensus page: https://advisorcensus.com/firm/targeted-wealth-solutions-colorado-springs-co-282131

## Quick answers

**How is Targeted Wealth Solutions compensated?**
On its Form ADV (Item 5.E, October 2026), Targeted Wealth Solutions reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Targeted Wealth Solutions located?**
Targeted Wealth Solutions' principal office is in Colorado Springs, CO, according to its Form ADV.

**Is Targeted Wealth Solutions registered with the SEC or a state?**
Targeted Wealth Solutions is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 282131.

**How much does Targeted Wealth Solutions manage?**
Targeted Wealth Solutions reports $71,661,705 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (95% discretionary).

**What types of clients does Targeted Wealth Solutions serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (80); high net worth individuals (24); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Targeted Wealth Solutions 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/282131

## 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: $71,661,705
- Discretionary: $67,839,038
- Non-discretionary: $3,822,667

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 80 | $20,312,680 |
| High net worth individuals | 24 | $50,728,654 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $620,371 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2016 (10 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 2ndshiftpodcast.com
- targetedwealthsolutions.com
- whitecoatinvestor.com/targeted-wealth-solutions

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Targeted Wealth Solutions (CRD 282131): Form ADV filing data as of October 2026.