$41.0M Total AUM
$41.0M Disc. AUM
-- 3Y CAGR
2 Employees
93 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-27-2025
- Office Locations
- 1
Office Locations
-- Denver CO
About Ember Wealth Concepts & Financial Planning
Ember Wealth Concepts & Financial Planning is a Denver-based RIA. The firm has been operating for 0 years. Managing $41.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
-- AVG AGE
$41.0M AVG AUM / ADVISOR
$440.8K AVG AUM / CLIENT
0.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Open the full profile to inspect shifts in capital foundation.
Unlock to compare peer behavior around summit foundation.
Full visibility includes strategy notes for north peak.
Unlock to compare peer behavior around signal prime.
Upgrade to reveal position-level detail across signal north.
Request access to benchmark trends tied to matrix.
Unlock to see real insight on quantum timber.
Upgrade to reveal position-level detail across signal wave.
Asset Classes
Zenith wave
Investment Themes
Summit peak Meridian pioneer Crest Optima
Investment Vehicles
Prime crest
Platform
Ember foundation
Services
Zenith meridian Delta harbor Signal Frontier zenith Delta Frontier Vital Foundation
Owner & Executives
A
ANDREW GRANT ULIBARRI
Chief Compliance Officer, Owner
- CRD
- #5827074
- Ownership
- 75% or more
(401) 713-4265
eagle.pioneer@elementcapital.com
in linkedin.com/in/atlas-capital
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,991,751 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,991,751 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $40,991,751
Equity - Exchange:
32.7% Equity - OTC:
22.0% Cash:
45.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,277,119,109 | 32.7% |
| Equity - OTC | $859,223,865 | 22.0% |
| Cash | $1,769,220,050 | 45.3% |
| Total | $3,905,563,024 | 100.0% |