Wakefield Wealth Management LLLP

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Assets, Funds, Holdings

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Wakefield Wealth Management LLLP
CRD #173997
SEC #801-80693
CIK #0001759448
AUM $342.6 MM (2023-03-20)
Employees 10 (20% Investors, 0% Brokers)
Phone303-771-0630
Address7887 E Belleview Ave, Suite 800
Englewood, CO 80111
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
4003202401608002010201420192024
Sector Form 13F Holdings Cap ($MM) Value ($MM)
PCAR 28,930.7 3.3
SNA 10,734.1 3.2
FE 21,575.5 3.1
TT 30,146.9 3.1
FTNT 45,169.3 3.0
VLO 47,441.2 3.0
ED 33,346.2 3.0
CDNS 41,396.9 2.9
GWW 23,029.0 2.9
KR 34,654.6 2.9
View All
Holdings by Sector ($MM)
3002401801206002018202020222024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 52 23.9
(b) Individuals (high net worth individuals) 74 218.3
(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 2 4.8
(h) Charitable organizations 2 3.5
(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 7 92.1
(n) Other 0 0.0
Total 594 342.6
By Discretionary
Discretionary 492 270.2
Non-Discretionary 102 72.4
Total 594 342.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 342.6
Total 594 342.6
EDGAR Form CIK 2011 - 2024
13F-NT [0001759448]
Related Firms State AUM ($BB)
Wakefield Wealth Management LLLP
CO 0.3
Wakefield Asset Management LLLP
CO 0.3
Comparable Firms State AUM ($BB)
Premier Wealth Advisors LLC
CA 0.3
First Capital Advisors Group LLC
PA 0.3
Allodium Investment Consultants LLC
MN 0.3
Auctus Advisors LLC
NC 0.3
Equinum LLC
NY 0.3
Carlson & Company Financial Services LLC
KS 0.3
Clifford Capital Partners LLC
UT 0.3
Prosperity Planning Inc
MO 0.3
Lejeune Puetz Investment Counsel LLC
MI 0.3
Redmond Asset Management LLC
VA 0.3
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