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| Causey Wealth LLC
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|---|---|
| CRD # | 331134 |
| SEC # | 801-130443 |
| CIK # | 0002132639 |
| AUM | 393.2 M (2026-04-06) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 303-672-9876 |
| Address | 6400 S Fiddlers Green Circle Greenwood Village, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.3 | ||
| Nvidia Corp | 2.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 28.1 |
| (b) Individuals (high net worth individuals) | 89 | 365.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 585 | 393.2 |
| By Discretionary | ||
| Discretionary | 517 | 366.0 |
| Non-Discretionary | 68 | 27.2 |
| Total | 585 | 393.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 393.2 | |
| Total | 585 | 393.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002132639] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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Bellevue Asset Management LLC
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ACAS LLC
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Core Wealth Partners LLC
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|
PFW Advisors LLC
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Key Capital Management Inc
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|
C C Dunnavan & Co Inc
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MN | 392.7 M |
|
Atlatl Advisers LLC
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|
Panoramic Capital Partners LLC
✚
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OR | 392.7 M |