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Building 2REDEFINE WEALTH MANAGEMENT, LLC

Map pinDENVER, CO
Phone303-495-5540
NotebookSEC #801-111902
Total AUM
$54M
Employees
4
Clients
56

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1700 LINCOLN STREET
SUITE 2260
DENVER
CO 80203
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
303-495-5540

ReceiptFinancials

Total AUM
$54M
Accounts
107
Discretionary
$49M
Accounts
105
Non-Discretionary
$5M
Accounts
2

ContactClients

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Individual Clients
22
AUM
$5M
HNW Individual Clients
34
AUM
$49M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLLANCNVTX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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