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| Happy Holidays!! thanks for using AUM13F!! |
| Causey Wealth LLC
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| CRD # | 331134 |
| SEC # | 801-130443 |
| CIK # | |
| AUM | $332.3 M (2025-07-22) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 303-672-9876 |
| Address | 6400 S Fiddlers Green Circle Greenwood Village, CO 80111 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 17.8 |
| (b) Individuals (high net worth individuals) | 107 | 314.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 486 | 332.3 |
| By Discretionary | ||
| Discretionary | 450 | 314.5 |
| Non-Discretionary | 36 | 17.8 |
| Total | 486 | 332.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 332.3 | |
| Total | 486 | 332.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Destiny Capital Corporation
✚
|
CO | 0.3 |
|
My Legacy Advisors LLC
✚
|
OR | 0.3 |
|
The Capital Chart ROOM Ltd
✚
|
TX | 0.3 |
|
Wealthspring Partners LLC
✚
|
CA | 0.3 |
|
Elmwood Wealth Management Inc
✚
|
CA | 0.3 |
|
Silver Coast Investments LLC
✚
|
CA | 0.3 |
|
Family Legacy Inc
✚
|
SC | 0.3 |
|
Invenio Wealth Partners LLC
✚
|
FL | 0.3 |
|
Ridgepath Capital Management LLC
✚
|
TN | 0.3 |
|
Arlen Capital LLC
✚
|
RI | 0.3 |