Together Wealth Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Together Wealth Group LLC provides automated, algorithm-driven investment advisory services to individual and high‑net‑worth clients exclusively through an interactive online platform. Services center on robo‑advisory portfolio management with ongoing digital access to account information and portfolio recommendations generated from client‑provided inputs.
The firm’s investment process is driven by proprietary software models and algorithms that use client questionnaire responses (age, risk tolerance, income, assets, etc.) to determine target allocations and execute discretionary rebalancing. TWG describes its methods as including modern portfolio theory, quantitative, fundamental, technical and charting analyses, and it relies on automated allocation revisions rather than routine individualized manual account reviews.
Notable distinctions include the firm’s staff composition—supervised persons are identified as accountants and/or lawyers—which signals legal and accounting expertise in its personnel and is uncommon among peers. TWG also lists an unusually broad investable universe for a robo platform (private placements, venture capital and private equity funds, annuities, commodities, REITs and non‑U.S. securities), operates under the SEC’s internet‑adviser rule, reports no assets under management at present, and requires clients to custody assets through a specified broker‑dealer (Alpaca).
Client services
Expertise
Fee options
$25 per month platform fee charged monthly in arrears
$0 - $100,000,000: 0.35% $100,000,001 - $250,000,000: 0.30% $250,000,001+: 0.25%
Main office
Salida CO
Advisors at this office
1
Most active in
Colorado · Florida
Disclosures
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Business activities & affiliations
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Accountant / CPA / tax prep
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Lawyer
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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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.
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