# Financial Mountain INC: new SEC registration, $111M AUM, Boulder, CO

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Financial Mountain INC |
| Legal name | Financial Mountain INC |
| CRD | 108489 |
| Status | Approved |
| Registered with the SEC | 2026-01-22 |
| Latest Form ADV filing | 2025-12-22 |
| Location | Boulder, CO, United States |
| Regulatory AUM | $111,337,000 |
| Accounts | 449 |
| Employees | 2 |
| Website | https://twitter.com/financialmtn |

## Why this score
- $111M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/108489). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.