# To Wealth, LLC

> To Wealth, LLC is a state-registered investment advisory firm in Boulder, CO, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 291594
- Filed as: TO WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boulder, CO
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/291594
- AdvisorCensus page: https://advisorcensus.com/firm/to-wealth-llc-boulder-co-291594

## Quick answers

**How is To Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), To 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.

**Where is To Wealth, LLC located?**
To Wealth, LLC's principal office is in Boulder, CO, according to its Form ADV.

**Is To Wealth, LLC registered with the SEC or a state?**
To Wealth, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 291594.

**How much does To Wealth, LLC manage?**
To Wealth, LLC reports $48,754,000 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does To Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (17); individuals (other than high net worth individuals) (11).

**Does To 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/291594

## 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: $48,754,000
- Discretionary: $48,754,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $5,147,000 |
| High net worth individuals | 17 | $43,607,000 |

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

### Firm details
- Registered since: 2018 (8 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)
- to-wealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. To Wealth, LLC (CRD 291594): Form ADV filing data as of October 2026.