HNW client percentage for Supported firms serving clients in New Mexico

Supported firms active in New Mexico 46 firms

Very Low 0%-12%

Low 12%-21%

Typical 21%-32%

High 32%-49%

Very High 49%-56%

5th 20th 40th 60th 80th 95th

Median: 24%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Dyad Capital LLC	Low 17%	2	12	$96K
New Line Capital, LLC	Very High 65%	17	26	$1.1M
Mighty Oak Management LLC	Very High 53%	24	45	$330K
Coronado Investment Advisors, LLC	Typical 26%	8	31	$490K
K&S Wealth Advisors, LLC	Very High 56%	40	71	$1.1M
Stonebridge Capital Management NW, LLC	High 44%	16	36	$1.4M
Safe Future Wealth Partners LLC	Very Low 0%	—	62	$160K
Custom Wealth Solutions	Very Low 0%	—	45	$580K
B1 Financial	Very High 93%	67	72	$550K
Live Oak Wealth Advisory Group, LLC	High 33%	32	98	$1.6M
TruePath Financial Planning	Low 17%	13	77	$480K
Jackson & Associates, Inc.	Very High 56%	45	80	$1.2M
Santa Fe Advisors LLC	Very High 88%	52	59	$1.9M
Cove Wealth Management	Very High 55%	49	89	$2.1M
Madrid Wealth Management	High 43%	55	128	$1.7M
Peak Capital Management, LLC	Typical 29%	30	103	$1.5M
Iron River Capital LLC	High 32%	45	142	$640K
Hurst Capital Management	Very High 49%	37	75	$1.1M
Altamira Financial Group, LLC	Low 14%	16	115	$1.1M
PNW Asset Management	Very High 55%	43	78	$1.4M
Finance Wisdom	Very Low 2%	3	128	$460K
Aspen Financial Management, Inc.	Very Low 0%	—	91	$210K
McCauley Investment Advisory, LLC	Very Low 1%	1	91	$180K
Guerra Investment Advisors	Low 14%	15	106	$370K
Stonekeep Investments, LLC	Typical 21%	23	110	$1.2M
Zia Capital Investments LLC	Very Low 0%	—	66	$140K
Certified Financial Strategies Corporation	High 44%	64	144	$830K
Hanseatic Management Services Inc	High 35%	76	216	$470K
Topel & Distasi Wealth Management, LLC	High 47%	105	223	$1.3M
Financial Partners, LLC	Typical 24%	65	268	$680K
SKG Capital Advisors, LLC	Low 13%	37	277	$470K
Bonner & Smith, LLC	High 37%	111	300	$1M
Red Mountain Financial Partners	Typical 21%	64	306	$690K
MFA Wealth Services	Very Low 4%	9	224	$1.3M
Jasmijn Capital Management, LLC	Very Low 0%	—	249	$290K
Full Financial Inc.	Typical 21%	54	259	$1M
The Premier Advisory Group, LLC	Very Low 0%	—	570	—
Tevis Investment Management, LLC	High 36%	54	151	$1.5M
Oakmont Advisory Group, LLC	Low 12%	58	473	$310K
Burrus	Typical 25%	79	322	$750K
BCO Wealth Management, LLC	Typical 21%	109	526	$590K
Cortez Wealth Management	Very Low 10%	21	204	$230K
Sandia Wealth Management, LLC	Typical 29%	67	231	$790K
Wakeful	Low 16%	40	250	$160K
Portfolio Wealth Advisors	High 33%	94	283	$1.4M
Steve Lynch Wealth Management	Very Low 7%	51	727	$210K

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