Public Trust Advisors, LLC
● SEC registered since 2011CRD 159189SEC# 801-72782Denver, CO
Reg. AUM
$104.24B
Employees
157
Accounts
239
Location
Denver, CO
Public Trust Advisors, LLC assets under management
Public Trust Advisors, LLC is an investment advisory firm registered with the SEC based in Denver, CO. The firm has been registered since 2011. It reports $104.2 billion in regulatory assets under management and employs 157 people.
Public Trust Advisors, LLC owners & executives
30 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Timothy Swensen Control | Chief Investment Officer | Under 5% | 2025 |
| Ian Karsten Voermann Control | Chief Financial Officer | Under 5% | 2025 |
| Othneil Stockwell Waud Control | Chief Investment Officer Lgips | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Public Trust Advisors, LLC manage?
Public Trust Advisors, LLC reports $104.2 billion in regulatory assets under management on its Form ADV.
How many employees does Public Trust Advisors, LLC have?
Public Trust Advisors, LLC reports 157 employees.
Where is Public Trust Advisors, LLC located?
Public Trust Advisors, LLC is based in Denver, CO and has been SEC-registered since 2011.
Does Public Trust Advisors, LLC disclose fund performance?
Public Trust Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 717 17th Street, Suite 1850, Denver, CO 80202 |
| Phone | 855-395-3954 |
| Fax | 877-311-0220 |
| Office hours | 7:30 a.m. - 4:00 p.m. Mst |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$104.24B▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 2%
Larger than 98% of 16,271 advisers
EmployeesTop 5%
More than 95% of 16,825 advisers
Assets under management
$104.24Bregulatory AUM
Discretionary $98.92BNon-discretionary $5.33B