BESPOKE ADVISORY LLC
Legal name: BESPOKE ADVISORY
CRD #323909 SEC #801-127194 EVERGREEN, CO 877-777-6845
SEC Registered
Total AUM
$105M
Discretionary
$46.3M
Employees
6
Clients
11
Accounts
14
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $105M | $46.3M | $58.7M | 6 | 0 |
| Mar 2025 | $105M | $46.3M | $58.7M | 6 | 0 |
| Aug 2024 | $111M | $10M | $101M | 5 | 0 |
| May 2024 | $372.6M | $0 | $372.6M | 5 | 0 |
| Apr 2024 | $372.6M | $0 | $372.6M | 5 | 0 |
| Mar 2024 | $372.6M | $0 | $372.6M | 5 | 0 |
| Mar 2024 | $372.6M | $0 | $372.6M | 10 | 0 |
| Sep 2023 | $200.9M | $0 | $200.9M | 10 | 0 |
| Jul 2023 | $200.9M | $0 | $200.9M | 10 | 0 |
| Mar 2023 | $200.9M | $0 | $200.9M | 4 | 0 |
| Dec 2022 | $0 | $0 | $0 | 4 | 0 |
| Dec 2022 | $0 | $0 | $0 | 4 | 0 |
| Dec 2022 | $0 | $0 | $0 | 4 | 0 |
DateSep 2025
Total AUM$105M
Discretionary$46.3M
Non-Disc.$58.7M
Employees6
Clients0
DateMar 2025
Total AUM$105M
Discretionary$46.3M
Non-Disc.$58.7M
Employees6
Clients0
DateAug 2024
Total AUM$111M
Discretionary$10M
Non-Disc.$101M
Employees5
Clients0
DateMay 2024
Total AUM$372.6M
Discretionary$0
Non-Disc.$372.6M
Employees5
Clients0
DateApr 2024
Total AUM$372.6M
Discretionary$0
Non-Disc.$372.6M
Employees5
Clients0
DateMar 2024
Total AUM$372.6M
Discretionary$0
Non-Disc.$372.6M
Employees5
Clients0
DateMar 2024
Total AUM$372.6M
Discretionary$0
Non-Disc.$372.6M
Employees10
Clients0
DateSep 2023
Total AUM$200.9M
Discretionary$0
Non-Disc.$200.9M
Employees10
Clients0
DateJul 2023
Total AUM$200.9M
Discretionary$0
Non-Disc.$200.9M
Employees10
Clients0
DateMar 2023
Total AUM$200.9M
Discretionary$0
Non-Disc.$200.9M
Employees4
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0