|
⚲
|
| Downing Street Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 152983 |
| SEC # | 801-131457 |
| CIK # | |
| AUM | $175.6 M (2026-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 720-360-0886 |
| Address | 6021 S Syracuse Way Greenwood Village, CO 80111 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 93 | 36.5 |
| (b) Individuals (high net worth individuals) | 57 | 139.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 594 | 175.6 |
| By Discretionary | ||
| Discretionary | 520 | 155.7 |
| Non-Discretionary | 74 | 19.9 |
| Total | 594 | 175.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 173.8 | |
| Total | 594 | 175.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Oak Financial Group Inc
✚
|
0.2 | |
|
Peterson Rogers Private Wealth LLC
✚
|
UT | 0.2 |
|
Familywealth Asset Management
✚
|
FL | 0.2 |
|
Livelsberger Lynn Louis
✚
|
OH | 0.2 |
|
Kelsey Financial LLC
✚
|
CA | 0.2 |
|
Intentional LLC
✚
|
SC | 0.2 |
|
Light Financial Services Inc
✚
|
ND | 0.2 |
|
Meliora Capital LLC
✚
|
OK | 0.2 |
|
Sageoak Financial LLC
✚
|
OK | 0.2 |
|
Corrales & Company LLC
✚
|
FL | 0.2 |