Amvara
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$906,790
Clients
15
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
15
TypicalAverage account size
$60,453
About
AMVARA provides investment management and financial planning to individuals (including high-net-worth clients), charitable organizations, and corporations. Services include portfolio management (implemented via outside managers and model portfolios), initial and ongoing financial planning, project-based engagements, and tax preparation and business-planning consulting.
The firm operates as a fee-only adviser and generally implements client strategies through asset allocation driven by modern portfolio theory and passive investment options, supplementing these with outside manager selections and model portfolios from a model marketplace. It tailors plans to client circumstances, accepts reasonable client-imposed investment restrictions, and conducts periodic account reviews with ongoing coordination with third-party professionals as needed.
Notably, AMVARA provides portfolio management for institutional clients and offers educational seminars and speaking engagements—services that are uncommon among peers in its category. The firm manages roughly $907,000 across a small set of client relationships and combines traditional planning and implementation services with tax-preparation and business-owner consulting, which differentiates its service mix among similarly sized independent advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Initial Financial Plan: up to $2,500 fixed fee
0.75% annually
Project-Based Financial Planning: $300 per hour
Ongoing Financial Planning: $100 to $200 per month
Fee-only: Initial Financial Plan: up to $2,500 fixed fee; Ongoing Financial Planning: $100 to $200 per month; Project-Based Financial Planning: $300 per hour; Educational Seminars: $0 to $300 per hour
Main office location
Amvara
627 N Weber St Suite 2
Colorado Springs CO 80903, United States
Number of offices
1
Most active in
Amvara has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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