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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $105.1M | $105.1M | $0 | 1 | 0 |
| Aug 2024 | $102.5M | $102.5M | $0 | 1 | 0 |
| Jul 2024 | $102.5M | $102.5M | $0 | 1 | 0 |
| Jun 2024 | $102.5M | $102.5M | $0 | 1 | 0 |
| May 2024 | $102.5M | $102.5M | $0 | 1 | 0 |
| Jun 2012 | $67.7M | $67.7M | $0 | 1 | 26 |
| Mar 2012 | $67.7M | $67.7M | $0 | 1 | 26 |
| Jan 2012 | $67.7M | $67.7M | $0 | 1 | 26 |
| Mar 2011 | $54M | $54M | $0 | 5 | -- |
| Mar 2011 | $54M | $54M | $0 | 5 | -- |
| Mar 2010 | $49.8M | $49.8M | $0 | 5 | -- |
| Mar 2009 | $47M | $47M | $0 | 5 | -- |
| Aug 2007 | $59.8M | $59.8M | $0 | 5 | -- |
| Mar 2007 | $59.8M | $59.8M | $0 | 5 | -- |
| Mar 2006 | $50.6M | $50.6M | $0 | 5 | -- |
| Sep 2005 | $48M | $48M | $0 | 5 | -- |
| Jan 2005 | $39.4M | $39.4M | $0 | 5 | -- |
| Oct 2003 | $38.9M | $38.9M | $0 | 5 | -- |
| Mar 2002 | $47.3M | $47.3M | $0 | 5 | -- |
DateMar 2025
Total AUM$105.1M
Discretionary$105.1M
Non-Disc.$0
Employees1
Clients0
DateAug 2024
Total AUM$102.5M
Discretionary$102.5M
Non-Disc.$0
Employees1
Clients0
DateJul 2024
Total AUM$102.5M
Discretionary$102.5M
Non-Disc.$0
Employees1
Clients0
DateJun 2024
Total AUM$102.5M
Discretionary$102.5M
Non-Disc.$0
Employees1
Clients0
DateMay 2024
Total AUM$102.5M
Discretionary$102.5M
Non-Disc.$0
Employees1
Clients0
DateJun 2012
Total AUM$67.7M
Discretionary$67.7M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$67.7M
Discretionary$67.7M
Non-Disc.$0
Employees1
Clients26
DateJan 2012
Total AUM$67.7M
Discretionary$67.7M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$54M
Discretionary$54M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$54M
Discretionary$54M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$49.8M
Discretionary$49.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$47M
Discretionary$47M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$59.8M
Discretionary$59.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$59.8M
Discretionary$59.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$50.6M
Discretionary$50.6M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$39.4M
Discretionary$39.4M
Non-Disc.$0
Employees5
Clients--
DateOct 2003
Total AUM$38.9M
Discretionary$38.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$47.3M
Discretionary$47.3M
Non-Disc.$0
Employees5
Clients--