ALPINE WEALTH ADVISORS, LLC
CRD #105433 SEC #801-130531 DENVER, CO 7203186634
SEC Registered
Total AUM
$105.1M
Discretionary
$105.1M
Employees
1
Clients
10
Accounts
420
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JAMISON, JAMES, LEROY | I | CHIEF COMPLIANCE OFFICER | NA | |
| JAMISON, JAMES, LEROY | I | CCO | NA | |
| JAMISON, JAMES, LEROY | I | CHIEF COMPLIANCE OFFICER | NA | |
| JAMISON, JAMES, LEROY | I | CHIEF COMPLIANCE OFFICER | NA | |
| JAMISON, JAMES, LEROY | I | CHIEF COMPLIANCE OFFICER | NA | |
| JAMISON, JAMES, LEROY | I | CHIEF COMPLIANCE OFFICER | NA | |
| JAMISON, JAMES, LEROY | I | CCO | NA | |
| JAMISON, JAMES, LEROY | I | CHIEF COMPLIANCE OFFICER | NA | |
| JAMISON, JAMES, LEROY | I | CHIEF COMPLIANCE OFFICER | NA | |
| JAMISON, JAMES, LEROY | I | CHIEF COMPLIANCE OFFICER | NA | |
| JAMISON, JAMES, LEROY | I | CHIEF COMPLIANCE OFFICER | NA | |
| QUINN, BLAIR, ELLEN | I | MANAGING MEMBER LLC / CCO | E | Control |
| QUINN, BLAIR, ELLEN | I | MANAGING MEMBER LLC / CCO | E | Control |
| QUINN, BLAIR, ELLEN | I | MANAGING MEMBER LLC / CCO | E | Control |
| QUINN, BLAIR, ELLEN | I | MANAGING MEMBER LLC / CCO | E | Control |
| QUINN, BLAIR, ELLEN | I | MANAGING MEMBER LLC / CCO | E | Control |
| SWEET, WILLIAM, ELLERY | I | OWNER | E | Control |
| SWEET, WILLIAM, ELLERY | I | OWNER | E | Control |
| SWEET, WILLIAM, ELLERY | I | OWNER | E | Control |
| SWEET, WILLIAM, ELLERY | I | OWNER | E | Control |
| SWEET, WILLIAM, ELLERY | I | OWNER | E | Control |
| SWEET, WILLIAM, ELLERY | I | OWNER | E | Control |
| SWEET, WILLIAM, ELLERY | I | OWNER | E | Control |
| SWEET, WILLIAM, ELLERY | I | OWNER | E | Control |
| SWEET, WILLIAM, ELLERY | I | OWNER | E | Control |
| SWEET, WILLIAM, ELLERY | I | OWNER | E | Control |
| SWEET, WILLIAM, ELLERY | I | OWNER | E | Control |
| SWEET, WILLIAM, ELLERY | I | OWNER | E | Control |
| SWEET, WILLIAM, ELLERY | I | OWNER | E | Control |
| SWEET, WILLIAM, ELLERY | I | OWNER | E | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (3)
CA CO TX
Address
260 NORTH JOSEPHINE STREETSUITE 600
DENVER, CO 80220
United States
Phone: 7203186634