1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WAKEFIELD WEALTH MANAGEMENT, LLLP

Map pinENGLEWOOD, CO
Phone303-771-0630
NotebookSEC #801-80693
Total AUM
$512.9M
Employees
10
Clients
157

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7887 E. BELLEVIEW AVE, SUITE 800
ENGLEWOOD
CO 80111
United States
Operating Hours
7:30AM - 4:30PM
Monday - Friday
Phone
303-771-0630

ReceiptFinancials

Total AUM
$512.9M
Accounts
625
Discretionary
$393.2M
Accounts
514
Non-Discretionary
$119.7M
Accounts
111

ContactClients

View more in analytics →

Individual Clients
70
AUM
$33.1M
HNW Individual Clients
77
AUM
$284.1M
Pension/Profit Sharing Plan Clients
2
AUM
$7M
Charitable Organization Clients
1
AUM
$701K
Corporation or Business Clients
7
AUM
$188M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOILLANETX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account