PANORAMA WEALTH ADVISORS
CRD #324199 SEC #801-127465 GREENWOOD VILLAGE, CO 720-356-0779
SEC Registered
Total AUM
$115.1M
Discretionary
$115.1M
Employees
3
Clients
0
Accounts
533
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 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 |
|---|---|---|---|---|
| JARMAN, BRYAN, SCOTT | I | MEMBER | D | Control |
| JARMAN, BRYAN, SCOTT | I | MEMBER | D | Control |
| JARMAN, BRYAN, SCOTT | I | MEMBER | D | Control |
| JARMAN, BRYAN, SCOTT | I | MEMBER | D | Control |
| JARMAN, BRYAN, SCOTT | I | MEMBER | D | Control |
| JARMAN, BRYAN, SCOTT | I | MEMBER | D | Control |
| JARMAN, BRYAN, SCOTT | I | MEMBER | D | Control |
| MACDONALD, KENNETH, Laird | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MACDONALD, KENNETH, Laird | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MACDONALD, KENNETH, Laird | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MACDONALD, KENNETH, Laird | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MACDONALD, KENNETH, Laird | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MACDONALD, KENNETH, Laird | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MACDONALD, KENNETH, Laird | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (6)
CA CO FL LA MI TX
Address
5619 DTC PARKWAYSUITE 425
GREENWOOD VILLAGE, CO 80111
United States
Phone: 720-356-0779