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FINANCIAL MOUNTAIN INC

BOULDER, CO · CRD 108489 · IAPD ↗ · 303-351-1517

$111.3MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
February 2026 — FINANCIAL MOUNTAIN INC (BOULDER, CO) is newly SEC-registered with $111.3M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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