Panorama Wealth Advisors
● SEC registered since 2023CRD 324199SEC# 801-127465Greenwood Village, CO
Reg. AUM
$133.7M
Employees
3
Accounts
541
Location
Greenwood Village, CO
Panorama Wealth Advisors assets under management
Panorama Wealth Advisors is a registered investment adviser overseen by the SEC based in Greenwood Village, CO. The firm has been registered since 2023. It reports $133.7 million in regulatory assets under management and employs 3 people.
Panorama Wealth Advisors owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Scott Jarman Control | Member | 50-75% | 2022 |
| Kenneth Laird MacDonald Control | Member And Chief Compliance Officer | 50-75% | 2022 |
Frequently asked questions
How much does Panorama Wealth Advisors manage?
Panorama Wealth Advisors reports $133.7 million in regulatory assets under management on its Form ADV.
How many employees does Panorama Wealth Advisors have?
Panorama Wealth Advisors reports 3 employees.
Where is Panorama Wealth Advisors located?
Panorama Wealth Advisors is based in Greenwood Village, CO and has been SEC-registered since 2023.
Does Panorama Wealth Advisors disclose fund performance?
Panorama Wealth Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5619 Dtc Parkway, Suite 425, Greenwood Village, CO 80111 |
| Phone | 720-356-0779 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$133.7M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$133.7Mregulatory AUM
Discretionary $133.7M