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FIT WEALTH MANAGEMENT

CENTENNIAL, CO · CRD 281494 · IAPD ↗ · fitassetmanagement.com · (303) 618-3587

$147.4MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2024 — FIT WEALTH MANAGEMENT moved its main office from ENGLEWOOD, CO to CENTENNIAL, CO.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
95
August 2024 — FIT WEALTH MANAGEMENT (ENGLEWOOD, CO) is newly SEC-registered with $101.0M RAUM and 3 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.