PANORAMIC INVESTMENT ADVISORS, LLC
Legal name: PANORAMIC INVESTMENT ADVISORS
CRD #290770 SEC #801-112146 GLENDALE, CO 303-691-1808
SEC Registered
Total AUM
$292.5M
Discretionary
$292.5M
Employees
12
Clients
10
Accounts
1,066
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 15, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CRADDOCK, STACIE, R | I | CCO | NA | Control |
| CRADDOCK, STACIE, R | I | CCO | NA | Control |
| CRADDOCK, STACIE, R | I | CCO | NA | Control |
| CRADDOCK, STACIE, R | I | CCO | NA | Control |
| CRADDOCK, STACIE, R | I | CCO | NA | Control |
| CRADDOCK, STACIE, R | I | CCO | NA | Control |
| CRADDOCK, STACIE, R | I | CCO | NA | Control |
| CRADDOCK, STACIE, R | I | CCO | NA | Control |
| CRADDOCK, STACIE, R | I | CCO | NA | Control |
| CRADDOCK, STACIE, R | I | CCO | NA | Control |
| CRADDOCK, STACIE, R | I | CCO | NA | Control |
| CRADDOCK, STACIE, R | I | CCO | NA | Control |
| CRADDOCK, STACIE, R | I | CCO | NA | Control |
| CRADDOCK, STACIE, R | I | CCO | NA | Control |
| CRADDOCK, STACIE, R | I | CCO | NA | Control |
| CRADDOCK, STACIE, R | I | CCO | NA | Control |
| CRADDOCK, STACIE, R | I | CCO | NA | Control |
| CRADDOCK, STACIE, R | I | CCO | NA | Control |
| CRADDOCK, STACIE, R | I | CCO | NA | Control |
| CRADDOCK, STACIE, R | I | CCO | NA | Control |
| CRADDOCK, STACIE, R | I | CCO | NA | Control |
| RIDER, LINDSAY, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RIDER, LINDSAY, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RIDER, LINDSAY, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RIDER, LINDSAY, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| 40 NORTH WEALTH LLC | DE | OWNER | E | Control |
| 40 NORTH WEALTH LLC | DE | OWNER | E | Control |
| 40 NORTH WEALTH LLC | DE | OWNER | E | Control |
| 40 NORTH WEALTH LLC | DE | OWNER | E | Control |
| SALTER, STEVEN, LEE | I | MANAGING MEMBER | E | Control |
| SALTER, STEVEN, LEE | I | MANAGING MEMBER | E | Control |
| SALTER, STEVEN, LEE | I | MANAGING MEMBER | E | Control |
| SALTER, STEVEN, LEE | I | MANAGING MEMBER | E | Control |
| SALTER, STEVEN, LEE | I | MANAGING MEMBER | E | Control |
| SALTER, STEVEN, LEE | I | MANAGING MEMBER | E | Control |
| SALTER, STEVEN, LEE | I | MANAGING MEMBER | E | Control |
| SALTER, STEVEN, LEE | I | MANAGING MEMBER | E | Control |
| SALTER, STEVEN, LEE | I | MANAGING MEMBER | E | Control |
| SALTER, STEVEN, LEE | I | MANAGING MEMBER | E | Control |
| SALTER, STEVEN, LEE | I | MANAGING MEMBER | E | Control |
| SALTER, STEVEN, LEE | I | MANAGING MEMBER | E | Control |
| SALTER, STEVEN, LEE | I | MANAGING MEMBER | E | Control |
| SALTER, STEVEN, LEE | I | MANAGING MEMBER | E | Control |
| SALTER, STEVEN, LEE | I | MANAGING MEMBER | E | Control |
| SALTER, STEVEN, LEE | I | MANAGING MEMBER | E | Control |
| SALTER, STEVEN, LEE | I | MANAGING MEMBER | E | Control |
| SALTER, STEVEN, LEE | I | MANAGING MEMBER | E | Control |
| SALTER, STEVEN, LEE | I | MANAGING MEMBER | E | Control |
| SALTER, STEVEN, LEE | I | MANAGING MEMBER | E | Control |
| SALTER, STEVEN, LEE | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
May 15, 2025 REGISTERED
Notice Filings (14)
AR AZ CA CO FL IA ID LA MN MT NE OR SC TX
Address
650 SOUTH CHERRY STREET,SUITE 840
GLENDALE, CO 80246
United States
Phone: 303-691-1808