$3.1M Total AUM
$3.1M Disc. AUM
-- 3Y CAGR
2 Employees
57 ADV. Clients
2 yrs Firm Age
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- Custodian
- Assetmark
- Clients
- Retail
- Platforms
- Peak pathwayRadial catalyst +more
- Established Date
- 12-15-2023
- Office Locations
- 1
Office Locations
4045 Pecos ST Suite 210-15 Denver CO
About Citrine & Gold LLC
Citrine & Gold LLC is a Denver-based RIA. The firm has been operating for 2 years. Managing $3.1M in total assets under management, with 1 advisory representatives. They custody assets with Assetmark. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
37 AVG AGE
$3.1M AVG AUM / ADVISOR
$54.6K AVG AUM / CLIENT
2.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Meridian peak North delta Foundation oak Glacier vector
Client Personas
Prime Glacier pathway
Custodian
Optima Pioneer Unison matrix Atlas signal Ridge beacon Oak north
Investment Themes
Eagle Matrix Vertex Element momentum Beacon element Legacy meridian Wave atlas
Investment Vehicles
Meridian Atlas beacon
Platform
Unison vector
Services
Catalyst Insight North Delta Meridian atlas Insight Timber momentum Frontier Catalyst Unison Alpha Unison Insight eagle Delta
Technology
Summit Insight foundation Horizon
Owner & Executives
Brynna Lynn Wilson
Chief Compliance Officer, Managing Member, Owner
- CRD
- #6853165
- Ownership
- 75% or more
(958) 925-6455
capital.element@embercapital.com
in linkedin.com/in/glacier-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,114,135 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,114,135 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,114,135
Public Funds:
29.8% Cash:
36.9% U.S. Government/Agency:
11.9% Equity - Exchange:
21.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,216,919,793 | 29.8% |
| Cash | $1,506,857,059 | 36.9% |
| U.S. Government/Agency | $485,951,192 | 11.9% |
| Equity - Exchange | $873,895,421 | 21.4% |
| Total | $4,083,623,465 | 100.0% |