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ATON ADVISORS, LLC

· CRD 154036 · IAPD ↗ · (303) 957-5685

$116.4MRegulatory AUM
1Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — ATON ADVISORS, LLC (location n/a) is newly SEC-registered with $116.4M RAUM and 1 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.