Scenic Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$61,000,000
Clients
45
Advisors
1
of 1 employees
About
Scenic Wealth Management is an independent, single-advisor registered investment adviser that manages roughly $63.85 million for about 45 clients, primarily individuals (including high-net-worth) and also trusts, estates, charitable organizations and business entities. The firm provides discretionary asset management as well as financial planning and consulting, implementing portfolios with stocks, bonds, ETFs, mutual funds and other public and private investments.
Portfolios are customized to client goals with continuous supervision, quarterly reviews and rebalancing, and the firm employs a mix of fundamental and technical analysis across long-term, short-term and trading horizons. Implementation can include option writing, short sales and margin transactions, and the firm may engage third‑party sub‑advisors to assist in managing client accounts.
A notable distinction is the firm’s explicit use of borrowing in separately managed accounts and use of derivatives within those accounts—practices that are uncommon among independent solo advisers. The firm also recommends institutional custodial platforms and maintains written personal trading controls and a Code of Ethics to address conflicts that can arise from more active or complex trading strategies.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001+: 0.80%
Account minimum: $100,000 Minimum fee: Minimum aggregate annual fee of $1,200 Fee-only: Fees are billed quarterly in advance based on account value; no commissions charged.
Main office
Westminster CO
Advisors at this office
1
Most active in
Colorado · Florida · Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")