Causey Wealth LLC

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Assets, Funds, Holdings

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Causey Wealth LLC
CRD #331134
SEC #801-130443
CIK #
AUM $292.5 MM (2024-06-07)
Employees 6 (100% Investors, 0% Brokers)
Phone303-709-0298
Address8459 Homestead Road
Parker, CO 80138
Source [IAPD] [Website]
Total AUM ($MM)
3002401801206002009201420192025
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
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
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