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THEORY FINANCIAL

FORT COLLINS, CO · CRD 304084 · IAPD ↗ · 970-305-4649

$319.2MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
March 2025 — THEORY FINANCIAL reported RAUM up 33% ($212.4M -> $282.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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