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FIT WEALTH MANAGEMENT
Legal name: FIT ASSET MANAGEMENT, LLC
CRD 281494File 801-130633
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$147.4M
Bottom 25% of cohort (national)
Discretionary AUM
$147.4M
Clients
214
635 accounts
Employees
3
Bottom 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jul 8, 2024
- Principal office
- 6341 S. TROY CIRCLE UNIT E, CENTENNIAL, CO, 80111
- Phone
- (303) 618-3587
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $147.4M
- Discretionary AUM
- $147.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 635
- Non-discretionary accounts
- 0
- Total accounts
- 635
- AUM per client
- $689K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $0 |
| High net worth individuals | 43 | $95.6M |
| Individuals (other than high net worth individuals) | 171 | $51.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.