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KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.

HIGHLANDS RANCH, CO · CRD 298353 · IAPD ↗ · 303-847-4045

$813.4MRegulatory AUM
2Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
18States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2026 — KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2025 — KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. crossed $500M in regulatory AUM ($457.5M -> $628.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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