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| Happy Holidays!! thanks for using AUM13F!! |
| Epiqwest Culver Wealth Advisors LLC
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| CRD # | 308980 |
| SEC # | 801-118720 |
| CIK # | |
| AUM | $227.9 M (2025-03-28) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 303-442-3670 |
| Address | 370 Interlocken Blvd, Broomfield, CO 80021 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 202 | 70.3 |
| (b) Individuals (high net worth individuals) | 93 | 122.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 13.6 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 20.7 |
| (n) Other | 0 | 0.0 |
| Total | 583 | 227.9 |
| By Discretionary | ||
| Discretionary | 486 | 185.3 |
| Non-Discretionary | 97 | 42.6 |
| Total | 583 | 227.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 227.9 | |
| Total | 583 | 227.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Your Private Client Group Inc
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|
0.2 | |
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Burkholder & Associates LLC
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MD | 0.2 |
|
Decatur Capital Management Inc
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GA | 0.2 |
|
BPP Wealth Solutions LLC
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NJ | 0.2 |
|
Michael Brady & Co LLC
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|
OH | 0.2 |
|
Secured Retirement Advisors LLC
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|
MN | 0.2 |
|
Tyner Capital Management Investment Counsel Inc
✚
|
TN | 0.2 |
|
RFM Financial Solutions LLC
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|
MI | 0.2 |
|
Signature Resources Capital Management LLC
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|
CA | 0.2 |
|
Milestone Investments Inc
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|
NC | 0.2 |