← Tributary

SATURN FIVE ADVISORS LLC

DENVER, CO · CRD 322348 · IAPD ↗ · saturnfive.com · 720-314-8373

$556.1MRegulatory AUM
3Advisory reps
21Employees
0Clients
n/aPlanning clients
22Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2026 — SATURN FIVE ADVISORS LLC now reports custody of client assets ($1.11B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
April 2026 — SATURN FIVE ADVISORS LLC crossed $500M in regulatory AUM ($401.8M -> $556.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
51
April 2025 — SATURN FIVE ADVISORS LLC reported RAUM up 44% ($279.0M -> $401.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
33
February 2025 — SATURN FIVE ADVISORS LLC moved its main office from WHEAT RIDGE, CO to DENVER, CO.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
April 2024 — SATURN FIVE ADVISORS LLC reported RAUM up 64% ($170.2M -> $279.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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