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CLASS VI FAMILY OFFICE, LLC

DENVER, CO · CRD 285035 · IAPD ↗ · classvipartners.com · 303-243-5619

$1.50BRegulatory AUM
8Advisory reps
9Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2026 — CLASS VI FAMILY OFFICE, LLC reported RAUM up 26% ($1.19B -> $1.50B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
March 2025 — CLASS VI FAMILY OFFICE, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
February 2024 — CLASS VI FAMILY OFFICE, LLC crossed $1B in regulatory AUM ($958.6M -> $1.01B).
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.