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Building 2CAUSEY WEALTH LLC

Map pinGREENWOOD VILLAGE, CO
Phone3036729876
NotebookSEC #801-130443
Total AUM
$393.2M
Employees
7
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6400 S. FIDDLERS GREEN CIRCLE
SUITE 975
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
3036729876

ReceiptFinancials

Total AUM
$393.2M
Accounts
585
Discretionary
$366M
Accounts
517
Non-Discretionary
$27.2M
Accounts
68

ContactClients

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Individual Clients
96
AUM
$28.1M
HNW Individual Clients
89
AUM
$365.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACONYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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