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| Epiqwest Culver Wealth Advisors LLC
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|---|---|
| CRD # | 308980 |
| SEC # | 801-118720 |
| CIK # | |
| AUM | $205.1 MM (2023-03-22) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 303-442-3670 |
| Address | 370 Interlocken Blvd, Broomfield, CO 80021 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 137 | 34.2 |
| (b) Individuals (high net worth individuals) | 98 | 123.6 |
| (c) Banking or thrift institutions | 0 | 0.8 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 28 | 43.1 |
| (h) Charitable organizations | 0 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 562 | 205.1 |
| By Discretionary | ||
| Discretionary | 515 | 166.0 |
| Non-Discretionary | 47 | 39.0 |
| Total | 562 | 205.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 205.1 | |
| Total | 562 | 205.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Estate & Trust Advisors Inc
✚
|
IL | 0.2 |
|
Bouvel Investment Partners LLC
✚
|
PA | 0.2 |
|
PWA Financial
✚
|
PA | 0.2 |
|
Anderson Financial Strategies LLC
✚
|
OH | 0.2 |
|
The ETF Store Inc
✚
|
KS | 0.2 |
|
Wealth Advisors Northwest LLC
✚
|
OR | 0.2 |
|
River Street Advisors LLC
✚
|
IL | 0.2 |
|
Freeman Will & Niemeier Inc
✚
|
IN | 0.2 |
|
Caerus Investment Advisors LLC
✚
|
TX | 0.2 |
|
Vawter Financial Ltd
✚
|
OH | 0.2 |