# A & I Wealth Management

A & I Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 148357
- **SEC file number:** 801-69819
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148357

## About

A & I WEALTH MANAGEMENT is an SEC-registered investment adviser in LONE TREE, CO, registered since 2009. The firm manages $560 million in assets, with $506 million on a discretionary basis. It has 9 employees and 9 investment advisers.

## Related profiles

- [9M Investments](https://altss.com/profile/9m-investments-llc)
- [A. J. Perry & Co.](https://altss.com/profile/a-j-perry-and-co)

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Last updated: 2026-07-06T01:24:10.544Z

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