HNW client percentage for Supported firms serving clients in Wyoming

Supported firms active in Wyoming 33 firms

Very Low 0%-7%

Low 7%-18%

Typical 18%-28%

High 28%-46%

Very High 46%-72%

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

Median: 24%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Wakeful	Low 16%	40	250	$160K
Copperline Wealth Management & Planning	High 28%	122	430	$290K
Demeter Tactical Investments Corp.	Very Low 2%	7	390	$530K
Peak Investment Coaching, LLC	Very Low 3%	11	380	$0
Burrus	Typical 25%	79	322	$750K
Jeffery C. Welch and Associates, Inc.	Very Low 3%	10	287	$97K
Elevate Wealth Management	Low 17%	45	269	$610K
Wealth Rabbit	Very Low 1%	2	220	$5.4K
Income Focus Portfolio Management	High 28%	83	296	$1.2M
RW Baker Wealth Management Group LLC	High 36%	70	196	$680K
Cypress Capital Management, LLC	Typical 21%	39	185	$590K
ATLAS Lifestyle Planning Group LLC	Low 11%	20	180	$400K
Theory Financial	High 42%	106	252	$1.3M
Beacon Light Wealth Management	Low 7%	10	151	$260K
Ball & Company	High 39%	58	147	$1.3M
Hale Financial Solutions, LLC	Very Low 0%	—	72	$360K
Rothman Investment Management, LLC	Typical 25%	33	131	$570K
Markle Financial LLC	Typical 18%	47	257	$520K
O'Donnell Wealth Management	Very High 46%	95	208	$570K
Pinnacle West Asset Management Inc	Very High 54%	46	85	$2.5M
Meddent Solutions	Very High 100%	26	26	$1.1M
Elevate Wealth Advisors, LLC	Low 15%	11	71	$270K
Thryve Wealth Management	Very High 69%	58	84	$3.5M
Corkern & Co., Inc.	Very High 100%	81	81	$1.8M
Fremont Financial Advisors Inc.	Very Low 6%	2	36	$250K
Wealth Design Consulting, LLC	Low 17%	9	52	$630K
Comprehensive Wealth Solutions, LLC	Very High 55%	33	60	$6.2M
Evergreen Financial Group	Typical 22%	9	41	$670K
Mountain Goat Wealth Management LLC	Very Low 0%	—	71	$110K
SAGE 360 Advisors LLC	Typical 24%	6	25	$860K
Stafford Financial, LLC	High 33%	7	21	$690K
GT Investment Management, LLC	Very High 100%	35	35	$160K
HP Wealth Management LLC	Very High 62%	8	13	$1.2M

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