RIA Intelligence

M4A3 LLC

CRD #336172 SEC #801-132765 BOULDER, CO 303.396.6204
SEC Registered
Total AUM
$317.3M
Discretionary
$285.4M
Employees
2
Clients
--
Accounts
148

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 10, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Sherman, Mandi, MichelleIMANAGING MEMBER, FOUNDER, CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICERD Control
Sherman, Mandi, MichelleIMANAGING MEMBER, FOUNDER, CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICERD Control
Sherman, Mandi, MichelleIMANAGING MEMBER, FOUNDER, CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICERD Control
Sherman, Mandi, MichelleIMANAGING MEMBER, FOUNDER, CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICERD Control
SHERMAN, MICHAEL, JOHNIMANAGING MEMBER, FOUNDER & CHIEF EXECUTIVE OFFICERC Control
SHERMAN, MICHAEL, JOHNIMANAGING MEMBER, FOUNDER & CHIEF EXECUTIVE OFFICERC Control
SHERMAN, MICHAEL, JOHNIMANAGING MEMBER, FOUNDER & CHIEF EXECUTIVE OFFICERC Control
SHERMAN, MICHAEL, JOHNIMANAGING MEMBER, FOUNDER & CHIEF EXECUTIVE OFFICERC Control

Registrations

Federal

IA
Sep 10, 2025 REGISTERED

Notice Filings (1)

CO

Address

820 PEARL STREET
STE F
BOULDER, CO 80302
United States
Phone: 303.396.6204