Arapaho Asset Management

Retirement Planning Financial Advisoryaamisit.com

Arapaho Asset Management is an independent, founder-owned financial advisory firm in the Denver Metro area specializing in retirement planning and financial education for adults aged 50-70, delivering advisor-led services through community college courses and a six-step "Predictable Path" methodology under Centaurus Financial's regulatory umbrella.

Company typePrivate
Founded2005
HeadquartersCentennial, United States
Headcount11–50
GTM typeB2C
OfferingServices

What Arapaho Asset Management does

Arapaho Asset Management (AAM) is an independent, founder-owned financial advisory firm headquartered in Centennial, Colorado (Denver Metro), specializing in retirement planning and financial education for adults aged 50-70. Founded in 2005 by Rachel Namoff and Todd Walker in Silverthorne, CO, the firm relocated to Denver in 2009 after a deliberate restructuring that closed satellite offices in Grand Junction, Glenwood Springs, and Aspen to refocus on the Denver Metro retirement market.

AAM's product portfolio rests on three pillars: the branded "Retirement Planning Today®" educational course ($59 per attendee, sponsored by Arapaho Community College and Pikes Peak State College, targeting pre-retirees and recent retirees); the proprietary "Predictable Path" six-step advisory methodology (Get Started → Lab → Results → Solutions → Implementation → Review) supported by secure income analysis software; and a full-stack service offering spanning investment management (stocks, bonds, mutual funds, IRAs, annuities, alternatives), financial and tax planning (401(k)/403(b), estate, college plans), and insurance (life, disability, long-term care). Securities and advisory services are delivered through a regulated infrastructure partnership with Centaurus Financial, Inc. (FINRA/SIPC member broker-dealer and RIA).

AAM's go-to-market is education-first and sales-led: community college classes generate top-of-funnel leads, which convert through complimentary one-on-one consultations and quote-based recurring advisory engagements. The firm employs 11-50 staff, has no disclosed external funding or institutional ownership, and has been recognized on ColoradoBiz Magazine's Top 100 Women-Owned Businesses list annually from 2015-2022. Revenue is not publicly disclosed. The technology stack is human-advisor-centric with no proprietary AI; the only disclosed AI usage is a third-party accessibility application on the corporate website.

Arapaho Asset Management firmographics

Firmographics

Name: Arapaho Asset Management
Legal name: Arapaho Asset Management
Website: https://aamisit.com
Company type: Private
Founded year: 2005
Operating status: Operating
Headcount range: 11–50 employees
Short description: Arapaho Asset Management is an independent, founder-owned financial advisory firm in the Denver Metro area specializing in retirement planning and financial education for adults aged 50-70, delivering advisor-led services through community college courses and a six-step "Predictable Path" methodology under Centaurus Financial's regulatory umbrella.
Ownership category
akta.pro rank

Arapaho Asset Management industry classification

Industry

Product category: Retirement Planning Financial Advisory
NAICS: Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
SIC: Investment Advice (6282)
akta.pro primary industry: Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
akta.pro secondary industries: Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Retirement Income Planning & Decumulation Advisory (FSAEABAD)

Keywords

Retirement planning services
Financial advisory services
Wealth management
Financial education
Investment management

Where Arapaho Asset Management is headquartered

Location

Headquarters

HQ city: Centennial
HQ country: United States
HQ region: North America

Offices2 records

Markets served

Arapaho Asset Management business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Others

Revenue model

Financial Advisory Services: Financial advisors help create personalized retirement plans tailored to individual needs and situations. Services include investment management, tax planning, insurance, and estate planning.

Pricing tiers

Model	Billing	Price
One time/ perpetual license	Pay-as-you-go	Retirement Planning Today class - $59 per person

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Arapaho Asset Management product offering

Product offering

Core offering

Arapaho Asset Management is an independent financial advisory firm that delivers personalized retirement planning services to individuals. Its core offering is the "Predictable Path" — a six-step methodology (Get Started, Lab, Results, Solutions, Implementation, Review) that combines secure income analysis software with one-on-one advisor consultations. The firm complements advisory services with the "Retirement Planning Today®" educational course ($59/person) offered through Arapaho Community College and Pikes Peak State College.

Product overview

Arapaho Asset Management (AAM) is an independent financial advisory firm offering a unified portfolio of retirement planning and financial education services. The core offering is the "Predictable Path" methodology—a six-step process combining secure income analysis software with personalized advisor consultations. Educational products include the "Retirement Planning Today®" course sponsored by Arapaho Community College ($59, with free spouse attendance). Service modules span Investment Services (stocks, bonds, IRAs, annuities, alternatives), Financial & Tax Planning (retirement plans, 401(k), estate planning), and Insurance Services. All services are delivered through direct client engagement and licensed advisors rather than a technology platform.

Differentiator

Problem solved

Functional benefit

Products and services

Retirement Planning Today® Course

Quantifiable outcome

Over 10 years of community college financial education experience

Companies that use Arapaho Asset Management

Customer profile

Segments2 records

Ideal customer profiles1 record

Arapaho Asset Management technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Arapaho Asset Management partnerships and signals

Strategic signal

Partnerships

Three partnerships are on record, tiered core and minor.

Arapaho Community CollegecoreStrategic or Co-development PartnerAAM has been offering classes on financial literacy in retirement at Arapaho Community College for over 10 years. The college sponsors their Retirement Planning Today course, providing venue and registration infrastructure for educational programs.
Pikes Peak State CollegeminorStrategic or Co-development PartnerAAM offers Retirement Planning Today classes at Pikes Peak State College in addition to Arapaho Community College locations.
Colorado Mountain CollegeminorStrategic or Co-development PartnerAAM advisors have instructed at Colorado Mountain College as part of their financial education outreach.

Scale indicators3 records

Recent moves10 records

Expansion highlights4 records

Arapaho Asset Management competitors and assessment

Company assessment

Direct peers

Edelman Financial Engines: Large RIA focused on retirement planning, decumulation, and financial education for individuals and employees, directly comparable to AAM's retirement planning and education-first model.
Edward Jones: Large U.S. financial advisory franchise targeting individual investors and retirees with personalized retirement planning, closely mirroring AAM's individual/retail retirement focus and education-driven local office model.
Mariner Wealth Advisors: Independent wealth advisory firm offering retirement, tax, estate and investment planning for individuals, comparable in service breadth and target segment to AAM.
Creative Planning: Independent RIA providing comprehensive wealth management, tax, estate, and retirement planning to individuals, comparable to AAM's bundled retirement and financial planning offering.

Broad incumbents

Cetera Financial Group: Independent broker-dealer and advisory support platform for independent financial advisors, structurally comparable to the Centaurus Financial relationship that AAM relies on for regulatory infrastructure.
LPL Financial: Largest U.S. independent broker-dealer providing compliance and technology infrastructure to independent advisors and RIAs, comparable as an institutional counterpart to AAM's Centaurus-affiliated operating model.
Ameriprise Financial: Broad retail wealth management and financial planning franchise serving retirement-focused individuals with investment, insurance, and advisory products, overlapping with AAM's retail retirement advisory offering at much larger scale.
Cambridge Investment Research: Independent broker-dealer supporting a large network of retail financial advisors, comparable to the Centaurus/B-D relationship model AAM uses to deliver advisory and securities services.
Fisher Investments: Large retail-oriented RIA serving individual investors with retirement and wealth management services, comparable to AAM's individual investor retirement focus at significantly larger AUM scale.
Commonwealth Financial Network: Independent broker-dealer supporting financial advisors with compliance and operations infrastructure, comparable to AAM's Centaurus Financial relationship for individual/retail financial advisors.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Arapaho Asset Management financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Arapaho Asset Management leadership team

Management profile

Number of profiles

Profiles4 records

Arapaho Asset Management funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Arapaho Asset Management M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Arapaho Asset Management

What does Arapaho Asset Management do?

Is Arapaho Asset Management a public or private company?

Arapaho Asset Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Arapaho Asset Management founded?

Arapaho Asset Management was founded in 2005. It employs 11 to 50 people.

Where is Arapaho Asset Management based?

Arapaho Asset Management is headquartered in Centennial, United States, in the North America region.

How does Arapaho Asset Management make money?

One revenue line is on record: financial Advisory Services.

Who are Arapaho Asset Management's main competitors?

Direct peers on record are Edelman Financial Engines, Edward Jones, Mariner Wealth Advisors and Creative Planning. Broad incumbents are Cetera Financial Group, LPL Financial, Ameriprise Financial, Cambridge Investment Research, Fisher Investments and Commonwealth Financial Network.

Does Arapaho Asset Management have an API?

No public API is recorded for Arapaho Asset Management.

What industry is Arapaho Asset Management in?

Arapaho Asset Management's product category is Retirement Planning Financial Advisory. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAE, Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers). Its NAICS code is 523940 and its SIC code is 6282.