Ask Dolly, LLC
● SEC registered since 2025CRD 337843SEC# 801-134446Denver, CO
Reg. AUM
—
Employees
3
Accounts
—
Location
Denver, CO
About Ask Dolly
Ask Dolly is a financial companion app from Your Rich BFF that connects accounts, spending, investing guidance, and economic insights with access to CFP professionals. It aims to personalize money knowledge and pair automated insights with human advice when deeper strategy is needed.
Summary based on the firm’s website.
Ask Dolly, LLC assets under management
Ask Dolly, LLC is a registered investment adviser overseen by the SEC based in Denver, CO. The firm has been registered since 2025. It employs 3 people.
Ask Dolly, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Stephanie Maria Nevel Control | Chief Operating Officer | Under 5% | 2024 |
| Vivian (nmn) Tu Control | Chief Executive Officer/Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How many employees does Ask Dolly, LLC have?
Ask Dolly, LLC reports 3 employees.
Where is Ask Dolly, LLC located?
Ask Dolly, LLC is based in Denver, CO and has been SEC-registered since 2025.
Does Ask Dolly, LLC disclose fund performance?
Ask Dolly, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 865 Albion St, Ste 250, Denver, CO 80220 |
| Phone | 720-432-6841 |
| Office hours | 8:30 a.m.-5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 77%
More than 23% of 16,799 advisers