|
⚲
|
| Keyboard |
| Cimarron Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 299627 |
| SEC # | 801-116955 |
| CIK # | |
| AUM | 327.3 M (2026-05-13) |
| Employees | 14 (50% Investors, 43% Brokers) |
| Phone | 970-249-9882 |
| Address | 1701 Niagara Rd Montrose, CO 81401 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 478 | 134.2 |
| (b) Individuals (high net worth individuals) | 74 | 169.6 |
| (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 | 10 | 19.8 |
| (h) Charitable organizations | 0 | 2.1 |
| (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 | 10 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 574 | 327.3 |
| By Discretionary | ||
| Discretionary | 564 | 307.5 |
| Non-Discretionary | 10 | 19.8 |
| Total | 574 | 327.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 327.3 | |
| Total | 574 | 327.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
GEN Financial Management Inc
✚
|
MN | 331.8 M |
|
Vigilare Wealth Management LLC
✚
|
AZ | 330.9 M |
|
Fluent Financial LLC
✚
|
TX | 329.7 M |
|
BETO Financial Group LLC
✚
|
ID | 328.8 M |
|
Weitzel Financial Services Inc
✚
|
IA | 327.8 M |
|
VPWM Advisors LLC
✚
|
MN | 326.6 M |
|
Lifeplan Investment Advisors Inc
✚
|
NC | 326.0 M |
|
Patron Partners LLC
✚
|
TX | 325.7 M |
|
Envision Financial Transparency LLC
✚
|
322.3 M | |
|
Stewardship Advisory Group LLC
✚
|
FL | 321.9 M |