TIER ONE WEALTH MANAGEMENT

9380 Station Street, Suite 535
Lone Tree, Colorado 80124
Tel: 303-858-0000

About TIER ONE WEALTH MANAGEMENT

TIER ONE WEALTH MANAGEMENT, formally registered with the SEC as TIER ONE WEALTH MANAGEMENT. The firm was established in 09/19/2022. They have over 2 offices throughout the country.

TIER ONE WEALTH MANAGEMENT is a Lone Tree, Colorado based Financial Planning firm with nearly $92,574,206 assets under management, offering retirement planning & investment advisory services to 353 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	322893
SEC#	801-126595
Assets Managed by Firm	$92,574,206
No. of Clients	353
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	353	$92,574,206
Individuals (other than high net worth individuals)	162	$49,420,655
High net worth individuals	23	$43,153,551

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