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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-06-2019
- Office Locations
- 1
Office Locations
About MY Wealth Planners
My Wealth Planners is a Longmont, CO fee-only RIA providing fiduciary wealth planning and tailored portfolio management for individuals and business owners. Portfolios are built primarily with ETFs and guided by asset-allocation and risk-management principles, with planning support across retirement, tax, and estate needs. Custodies assets at Schwab. Leadership has been featured in outlets including CBS News and Barron’s.
Reported data analysis
What the numbers show
Of the latest reported AUM, 97.9% is discretionary and 2.1% is non-discretionary.
The firm reports 2 advisory representatives and 201 clients, or 100.5 clients per representative. That equates to $492.3K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on January 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
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Owner & Executives
DANIEL MACKENZIE YERGER
Chief Compliance Officer, President
- CRD
- #6473980
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,894,311 | -- |
| Non-Discretionary | $2,064,601 | -- |
| Total | $98,958,912 | -- |
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Separately Managed Accounts
SMA allocation detail is available
MY Wealth Planners has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.