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Causey Wealth LLC
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CRD # | 331134 |
SEC # | 801-130443 |
CIK # | |
AUM | $292.5 MM (2024-06-07) |
Employees | 6 (100% Investors, 0% Brokers) |
Phone | 303-709-0298 |
Address | 8459 Homestead Road Parker, CO 80138 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 41 | 17.3 |
(b) Individuals (high net worth individuals) | 105 | 275.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 572 | 292.5 |
By Discretionary | ||
Discretionary | 528 | 275.2 |
Non-Discretionary | 44 | 17.3 |
Total | 572 | 292.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 292.5 | |
Total | 572 | 292.5 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
TRED Avon Family Wealth LLC
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|
MD | 0.3 |
Longview Asset Management LLC
✚
|
NM | 0.3 |
Alpha Leonis Partners LLC
✚
|
NY | 0.3 |
Richard W Paul & Associates LLC
✚
|
MI | 0.3 |
Wealthharbor Capital Group LLC
✚
|
LA | 0.3 |
Note Advisors LLC
✚
|
NY | 0.3 |
Wayfinding Financial LLC
✚
|
WA | 0.3 |
Spectrum Financial Inc
✚
|
VA | 0.3 |
Crescent Hill Partners LLC
✚
|
NY | 0.3 |
Wealth Management Consultants Colorado LLC
✚
|
TX | 0.3 |