Joshua Radman

PRESIDIO ADVISORS

Denver, CO

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CRD#: 7829783

Professional summary

Joshua Radman, who also goes by Josh Radman, is a registered financial advisor currently at PRESIDIO ADVISORS, LLC located in Denver, Colorado.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Joshua has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Josh Radman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name: 30-40 Wealth Partners, LLC Investment-related: Yes Address of the other business: 18802 Peninsula Club Drive, Cornelius, North Carolina 28031 Nature: RIA focused on helping tech professionals with equity compensation Position: Paraplanner the start date of your relationship: 10/2023 Hours/month you devote to the other business: 40 hours/month Number of hours you devote to the other business during securities trading hours: 40 hours/month Duties: transcribe meeting notes, create meeting agendas, keep CRM up-to-date

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Radman's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 8, 2023 - Present

PRESIDIO ADVISORS, LLC

RIA

CRD#: 328699

Denver, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/22/2024)

IAR

Colorado
(12/8/2023)

IAR

New York
(10/31/2025)

IAR

Texas
(2/26/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/2/2023

Uniform Investment Adviser Law Examination

Current Firm

PRESIDIO ADVISORS, LLC

PRESIDIO ADVISORS WEST, LLC | PRESIDIO ADVISORS, LLC

CRD#: 328699 / SEC#:

California

Registered Investment Advisory firm - (1/22/2024 Approved)

Colorado

Registered Investment Advisory firm - (12/8/2023 Approved)

New York

Registered Investment Advisory firm - (10/31/2025 Approved)

Texas

Registered Investment Advisory firm - (2/10/2025 Conditional Restricted)

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Contact information

Main Address

Denver, CO

Mailing Address

1500 N Grant Street Ste C, Denver, CO 80203

Phone number

(303) 900-8408

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	56
AUM (Assets Under Management)	$ 6,417,910

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Joshua Radman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Radman's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRESIDIO ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/2/2023

Current Firm

PRESIDIO ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PRESIDIO ADVISORS, LLC

TRUST BUT VERIFY

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