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Replica Wealth Advisors INC

Financial planning in Colorado Springs, CO

State registeredNo commissions reported

Call (719) 381-1714Send a messageMap ↗

Public-record details

Address
1175 Kelly Johnson Blvd, Suite 100, Colorado Springs, CO 80920
Phone
(719) 381-1714
Listed under
Financial planning, Flat / fixed fees
CRD number
304902
Registration
State registered: CO
Compensation (Form ADV 5.E)
Fixed fees; Other (Referral Fees)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Selection of other advisers; Educational seminars/workshops
Regulatory assets under management
$2.3 million
Accounts managed
32
Clients reported (Form ADV 5.D)
18
Individual / high-net-worth clients
18 / 0
Employees
1
Other business activities (Form ADV 6.A)
Also active as: insurance broker or agent
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-09-04

State registered (CO) investment adviser, CRD 304902, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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