---
title: "32 Family Offices in the Mountain West, Verified Nov 2026"
last_updated: "2026-11-10"
rows: "32"
free_rows: "25"
source: "SEC filings"
canonical: "https://familyofficeroster.com/lists/family-offices-in-the-mountain-west/"
---

# 32 family offices in the Mountain West

We list 32 family offices in the Mountain West as of November 2026: 10 single family offices and 22 multi-family offices, all sourced from an SEC filing, last checked on 10 Nov 2026. Denver (6), Scottsdale (6) and Las Vegas (2) hold the most offices on this list.

- 32 family offices
- 10 / 22 single / multi-family
- 3 with startups or venture as a stated focus
- 60 named decision-makers on file

## All 32 family offices in the Mountain West: full detail on the first 25

| Family office | Type | City | Focus | Disclosed assets | Source | Checked | Profile |
|---|---|---|---|---|---|---|---|
| Bitterroot Capital Advisors LLC | Multi-family office | Bozeman | Private Equity, Private Funds | $1.8B regulatory AUM (Form ADV, filed 2026-08-24) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/bitterroot-capital-advisors/ |
| Exceptional Wealth & Family Office | Multi-family office | Colorado Springs | Public Equities | $292M regulatory AUM (Form ADV, filed 2026-10-21) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/exceptional-wealth-family-office/ |
| Pulliam Family Office, LLC | Multi-family office | Crested Butte | Fixed Income | $142M regulatory AUM (Form ADV, filed 2026-05-05) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/pulliam-family-office/ |
| Sepio Capital, LP | Multi-family office | Salt Lake City | Public Equities, Private Funds, Private Equity, Real Estate | $5.6B regulatory AUM (Form ADV, filed 2026-04-27) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/sepio-capital/ |
| Solidarity Wealth, LLC | Multi-family office | Lehi | Public Equities, Private Funds, Fixed Income | $704M regulatory AUM (Form ADV, filed 2026-08-06) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/solidarity-wealth/ |
| Amor Maximus | Single family office | Las Vegas | Real Estate, Technology, Public Equities, Fixed Income |  | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/amor-maximus/ |
| Cherry Creek Family Offices | Multi-family office | Denver | Public Equities, Private Funds | $2.0B regulatory AUM (Form ADV, filed 2026-02-24) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/cherry-creek-family-offices/ |
| Class VI Family Office, LLC | Multi-family office | Denver | Public Equities, Private Funds, Fixed Income | $1.5B regulatory AUM (Form ADV, filed 2026-02-11) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/class-vi-family-office/ |
| Exponent Wealth LLC | Multi-family office | Orem | Public Equities, Private Funds, Fixed Income | $110M regulatory AUM (Form ADV, filed 2026-07-29) | SEC filing | 2026-11-04 | https://familyofficeroster.com/family-offices/exponent-wealth/ |
| Faith Investor Services | Multi-family office | Scottsdale | Public Equities, Private Equity, Fixed Income | $280M regulatory AUM (Form ADV, filed 2026-07-29) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/faith-investor-services/ |
| Fortitude Family Office | Multi-family office | Scottsdale | Public Equities, Private Funds, Private Equity, Real Estate | $1.3B regulatory AUM (Form ADV, filed 2026-09-23) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/fortitude-family-office/ |
| Heritage Family Offices, LLP | Multi-family office | Scottsdale | Public Equities, Fixed Income, Private Equity | $423M regulatory AUM (Form ADV, filed 2026-03-10) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/heritage-family-offices/ |
| Highline Group | Single family office | Denver | Private Equity, Direct Investments |  | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/highline-group/ |
| JFG Family Office | Multi-family office | Denver | Private Equity | $4.5B regulatory AUM (Form ADV, filed 2026-05-04) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/jfg-family-office/ |
| Jokake Companies | Single family office | Phoenix | Real Estate, Direct Investments |  | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/jokake-companies/ |
| Jupiter Wealth Management, LLC | Multi-family office | Glendale | Public Equities, Hedge Funds | $417M regulatory AUM (Form ADV, filed 2026-03-06) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/jupiter-wealth-management/ |
| RBF Capital, LLC | Single family office | Reno | Public Equities | $2.4B 13F holdings (Q2 2026) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/rbf-capital/ |
| Sahara Investment Group | Multi-family office | Las Vegas | Public Equities, Private Equity, Private Funds, Fixed Income | $218M regulatory AUM (Form ADV, filed 2026-08-25) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/sahara-investment-group/ |
| Taylor Frigon Family Office, LLC | Multi-family office | Scottsdale | Public Equities | $20M regulatory AUM (Form ADV, filed 2026-05-13) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/taylor-frigon-family-office/ |
| TFO Family Office Partners | Multi-family office | Phoenix | Public Equities | $5.0B regulatory AUM (Form ADV, filed 2026-09-15) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/tfo-family-office-partners/ |
| Tillman Hartley LLC | Multi-family office | Denver | Public Equities | $746M regulatory AUM (Form ADV, filed 2026-03-30) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/tillman-hartley/ |
| Treasure Valley Financial Planning | Multi-family office | Meridian | Public Equities | $336M regulatory AUM (Form ADV, filed 2026-09-16) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/treasure-valley-financial-planning/ |
| Alpha Capital Family Office, LLC | Multi-family office | Greenwood Village | Public Equities, Fixed Income | $296M regulatory AUM (Form ADV, filed 2026-10-14) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/alpha-capital-family-office/ |
| Cole Wealth Management, LLC | Multi-family office | Scottsdale | Public Equities, Fixed Income | $181M regulatory AUM (Form ADV, filed 2026-05-28) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/cole-wealth-management/ |
| CVA Family Office, LLC | Single family office | Denver | Public Equities | $1.1B 13F holdings (Q2 2026) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/cva-family-office/ |

Other offices on this list (name, type, city):
- Gorlin Companies, Single family office, Aspen
- Wealthgate Family Office, LLC, Single family office, Boulder
- Boco Investments, Single family office, Fort Collins
- Family Office Investment Advisory LLC, Multi-family office, Scottsdale
- G2G Ventures, Single family office, United States
- Grand Family Office LLC, Multi-family office, Cheyenne
- KPThree Capital LLC, Single family office, Aspen

You are seeing every office name, with full detail on 25 of 32. The file adds the detail for the other 7, 60 named decision-makers and 5 office emails.

Get all 32 offices and 60 named contacts, $149, one-time: https://familyofficeroster.com/buy/list/family-offices-in-the-mountain-west
This page: https://familyofficeroster.com/lists/family-offices-in-the-mountain-west/

## Method and limits
- Source: All 32 rows come from an SEC filing (Form ADV or 13F). Asset figures are shown only where a filing gives them.
- Inclusion rule: Single and multi-family offices that a public source identifies as a family office: an SEC filing, a company register or the office's own website. On this list: offices whose address is in Arizona, Colorado, Idaho, Montana, Nevada, New Mexico, Utah and Wyoming. US offices with no state on file appear only in the national list.
- Order: Ordered by how much of each office's record is filled in from public sources, then alphabetically. Disclosed assets are shown where a Form ADV or 13F filing gives them.
- Fill rates: Of 32 rows: focus 30, website 25, disclosed assets 24. In the paid file: named decision-makers on 26 rows, office email on 5, LinkedIn page on 8.

## Questions
### How many family offices in the Mountain West are there?
We list 32 as of November 2026: 10 single family offices and 22 multi-family offices.

### Which cities have the most family offices in the Mountain West?
Denver (6), Scottsdale (6) and Las Vegas (2). 9 offices on this list are in other cities or give no city.

### Do family offices in the Mountain West invest in startups?
3 of the 32 name venture capital or startups as a focus. The most common focus tags on this list are Public Equities (22), Fixed Income (10) and Private Equity (9). 2 offices state no focus.

### How many family offices in the Mountain West are single family offices and how many are multi-family offices?
10 single and 22 multi-family. A single family office manages one family's wealth: Amor Maximus is one on this list. A multi-family office serves several families, often as a regulated adviser: Bitterroot Capital Advisors LLC is one.

### How do I contact family offices in the Mountain West?
26 of the 32 offices name at least one decision-maker in a public source and 5 publish an office email; Sepio Capital, LP names the most people (5). The file holds all 60 names with their roles. We list addresses the office publishes itself, never personal emails.

### Where does the data on family offices in the Mountain West come from?
All 32 offices come from an SEC filing (Form ADV or 13F). Each row shows its source label and the date we checked it. The row checked most recently is Bitterroot Capital Advisors LLC, on 10 Nov 2026.