COLUMBIA BENEFITS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $116.2M |
| Discretionary | $116.2M100% of AUM |
| Client Accounts | 130 |
| Avg Account Size | $894K |
| Employees | 1 |
| Peak AUM | $116.2MMar 2026 |
| AUM CAGR | +6.2% /yrover 1 yrs · 14 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $116M | +7.8% | — | — | |
| Discretionary AUM | $116M | ||||
Key Metrics
| Total AUM | $116.2M |
| Discretionary | $116.2M |
| Employees | 1 |
| Client Accounts | 130 |
| Client Range | 0 |
Contact & Location
Address
1720 S. BELLAIRE STREET
DENVER CO 80222
Phone
303-759-1100
Filing History
14 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$116M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Banking Institution
Related Entities (Item 7)
Investment Adviser