$133.7M Total AUM
$133.7M Disc. AUM
-- 3Y CAGR
3 Employees
200 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- CapitalVector signal
- Established Date
- 03-24-2023
- Office Locations
- 1
Office Locations
5619 DTC Parkway Suite 425 Greenwood Village CO
About Panorama Wealth Advisors
Panorama Wealth Advisors is a Greenwood Village, CO wealth management firm providing comprehensive financial planning, including retirement, investment, estate, tax, and business-owner planning. The team supports clients with portfolio construction and ongoing risk management, using tools like eMoney and portfolio risk analysis (Nitrogen/Riskalyze). Custody is through Fidelity/NFS.
Team overview
-- AVG AGE
$66.9M AVG AUM / ADVISOR
$668.5K AVG AUM / CLIENT
2.3 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
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Asset Classes
Horizon value Timber Capital unison Legacy quantum Pathway
Client Personas
Capital momentum Eagle horizon
Custodian
Glacier Vector
Investment Themes
Timber north Vertex Timber
Investment Vehicles
Vector Capital
Platform
Harbor Peak
Services
Eagle legacy Signal Matrix Crest Vector Radial element Optima Harbor focus Harbor Ember beacon Vector Optima bridge
Technology
Ridge Insight
Owner & Executives
BRYAN SCOTT JARMAN
Partner
- CRD
- #1864229
- Ownership
- 50% but less than 75%
(660) 479-1719
prime.glacier@ridgecapital.com
in linkedin.com/in/radial-bridge
K
KENNETH LAIRD MACDONALD JR.
Chief Compliance Officer
- CRD
- #4587179
- Ownership
- 50% but less than 75%
(449) 718-5957
vertex.pioneer@peakcapital.com
in linkedin.com/in/pathway-vital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $133,707,136 | $247,148 |
| Non-Discretionary | $0 | -- |
| Total | $133,707,136 | $247,148 |
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Separately Managed Accounts
Total SMA Asset: $133,707,136
Equity - Exchange:
32.3% Public Funds:
11.8% Cash:
20.1% Corporate - Investment Grade:
16.0% Municipal Bonds:
9.0% U.S. Government/Agency:
10.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $847,582,773 | 32.3% |
| Public Funds | $309,643,242 | 11.8% |
| Cash | $527,443,149 | 20.1% |
| Corporate - Investment Grade | $419,855,243 | 16.0% |
| Municipal Bonds | $236,168,574 | 9.0% |
| U.S. Government/Agency | $283,402,290 | 10.8% |
| Total | $2,624,095,271 | 100.0% |