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BOW RIVER ADVISERS, LLC

DENVER, CO · CRD 325285 · IAPD ↗ · bowriverevergreen.com · (303) 861-8466

$1.16BRegulatory AUM
5Advisory reps
27Employees
0Clients
n/aPlanning clients
0Private funds
1States
14Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

75
April 2026 — BOW RIVER ADVISERS, LLC crossed $1B in regulatory AUM ($705.7M -> $1.16B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
60
April 2025 — BOW RIVER ADVISERS, LLC crossed $500M in regulatory AUM ($461.1M -> $705.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
April 2025 — BOW RIVER ADVISERS, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
43
April 2024 — BOW RIVER ADVISERS, LLC's Item 11 disclosure-reporting entries rose by 18 (0 -> 18).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
56
April 2024 — BOW RIVER ADVISERS, LLC reported RAUM up 42% ($325.7M -> $461.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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