Pulliam Family Office, LLC: new SEC registration, $142M AUM, Crested Butte, CO
Pulliam Family Office, LLC (Crested Butte, Colorado): new SEC registration, $142M AUM, Crested Butte, CO. Its amount of 142 is above the median of 134 (54th percentile). Dated 331 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 142 · 54th percentile of 1,149 NewRiaPulse records · 1.1x the median
Free preview: all 11 published fields of this record are shown below. Locked: 28 related CO NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Pulliam Family Office, LLC |
| Legal name | Pulliam Family Office, LLC |
| CRD | 338839 |
| Status | Approved |
| Registered with the SEC | 2025-12-08 |
| Latest Form ADV filing | 2026-05-05 |
| Location | Crested Butte, CO, United States |
| Regulatory AUM | $141,743,358 |
| Accounts | 215 |
| Employees | 3 |
| Website | https://www.pulliamfamilyoffice.com/ |
| amount percentile | 54th of 1,149 (median 134, 1.1x median) |
| Peer records CSV (29 CO records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-12-08
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (CO first): Freif Advisors LLC · Leh III Management LLC · Cresalta Investment Management, INC. · Exceptional Wealth & Family Office · Shenandoah Energy Management, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Pulliam Family Office, LLC and 29 Colorado peers
- Colorado NewRiaPulse records like this one: 29
- Pulliam Family Office, LLC's amount: 54th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Colorado peer: $5,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $142M under management.
- Website on file.
What is the NewRiaPulse record for Pulliam Family Office, LLC in Crested Butte, Colorado?
Pulliam Family Office, LLC received SEC registration as an investment adviser (2025-12-08) with $141,743,358 in regulatory assets under management, based in Crested Butte, CO.
How does Pulliam Family Office, LLC compare to other Colorado NewRiaPulse records?
Its amount of 142 sits in the upper half (54th percentile) of 1,149 records; the median is 134. It is 331 days old; check the official source for later updates before acting.
Pulliam Family Office, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Pulliam Family Office, LLC | Crested Butte, CO | 142 | 54th | 2025-12-08 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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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.