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INFINIUM INVESTMENT ADVISORS, LLC

DENVER, CO · CRD 149123 · IAPD ↗ · infiniumadvisors.com · 720- 253-1818

$155.3MRegulatory AUM
2Advisory reps
2Employees
113Clients
26-50Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — INFINIUM INVESTMENT ADVISORS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2026 — INFINIUM INVESTMENT ADVISORS, LLC reported RAUM up 29% ($101.7M -> $131.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2025 — INFINIUM INVESTMENT ADVISORS, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2025 — INFINIUM INVESTMENT ADVISORS, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
44
April 2024 — INFINIUM INVESTMENT ADVISORS, LLC notice-filed in MI, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — INFINIUM INVESTMENT ADVISORS, LLC reported RAUM down 42% ($157.3M -> $90.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
April 2024 — INFINIUM INVESTMENT ADVISORS, LLC shrank from 5 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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