T
$154.0M Total AUM
$154.0M Disc. AUM
33.4% 3Y CAGR
4 Employees
220 ADV. Clients
3 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-19-2022
- Office Locations
- 1
Office Locations
9380 Station Street, Suite 535 Lone Tree CO
About Tier ONE Wealth Management
Tier One Wealth Management is a Lone Tree, CO RIA providing financial planning and ongoing portfolio management for individuals and families, including retirees and business owners. The team emphasizes risk management and uses modern planning tech (eMoney, RightCapital) to simplify the client’s full financial picture. Portfolios may use mutual funds and ETFs, and the firm custodies with Fidelity/NFS.
Team overview
60 AVG AGE
$51.3M AVG AUM / ADVISOR
$700.1K AVG AUM / CLIENT
3.7 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
G
GREGORY ALLEN DEXTER
Partner
- CRD
- #1467645
- Ownership
- 50% but less than 75%
Available
Available
Available
G
GARRET THOMAS JETT
Chief Compliance Officer, Partner
- CRD
- #2908427
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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K
KEVIN ROBERT ENGLAND
Director
- CRD
- #5558271
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $154,027,837 | $334,117 |
| Non-Discretionary | $0 | -- |
| Total | $154,027,837 | $334,117 |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available Equity - Exchange:
Available Cash:
Available Private Funds:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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