Bonsai Advisors Llc
State-registered
Broker-Dealer (Dually Registered) · Boutique (under $100M)
CRD 323938
· Boulder, CO
· www.linkedin.com
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ADV data as of May 14, 2026
- Regulatory AUM
- $21.1M
- Discretionary
- $21.1M
- Clients
- 35
- Avg AUM / client
- $602K
- Accounts
- 94
- Employees
- 12
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 24 | $5.0M | 23.5% |
| High net worth individuals | 11 | $16.1M | 76.5% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michele Ayres Osterberg | Registered representative | Jan 2025 (2y) | ||
| Christian Paul Von Allmen | Registered representative | Jan 2025 (2y) | ||
| Roberto Nmn Dechellis | Registered representative | Jan 2026 (1y) | ||
| Jared Paul Gostanczik | Registered representative | CFP Chartered Financial Consultant | Mar 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/14/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $21.1M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 14, 2026.
View current Form ADV (SEC/IAPD) ↗