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Financially Speaking

Also known as financially speaking

Wealth ManagerGreenwood Village, United StatesFounded 1991
Greenwood Village
Headquarters
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About Financially Speaking

Financially Speaking is a wealth manager based in Greenwood Village, US. Founded in 1991.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Financially Speaking from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$164.8M
Total Clients
595
Filing Date
March 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Financially Speaking across SEC, IRS, DOL and international registers — newest first.

13F
Financially Speaking Inc
Jul 27, 2026 · 2026 Q2
$20.6M
13F
Financially Speaking Inc
Apr 7, 2026 · 2026 Q1
$20.6M
FORM ADV
FINANCIALLY SPEAKING INC
Mar 24, 2026
$164.8M

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Financially Speaking?

Financially Speaking is a wealth manager based in Greenwood Village, United States.

Where is Financially Speaking headquartered?

Financially Speaking is headquartered in Greenwood Village, United States.

When was Financially Speaking founded?

Financially Speaking was founded in 1991.

How can I contact Financially Speaking?

Verified contact details, key decision-makers, and investment preferences for Financially Speaking are available on LPbacked. Create a free account to access them.