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JANICZEK WEALTH MANAGEMENT

DENVER, CO · CRD 107156 · IAPD ↗ · janiczek.com · 303-721-7000

$1.12BRegulatory AUM
5Advisory reps
10Employees
0Clients
101-250Planning clients
1Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2025 — JANICZEK WEALTH MANAGEMENT (DENVER, CO) left the SEC roster (was $1.12B RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
85
March 2024 — JANICZEK WEALTH MANAGEMENT crossed $1B in regulatory AUM ($972.5M -> $1.12B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.