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Causey Wealth LLC

● SEC registered since 2024CRD 331134SEC# 801-130443Greenwood Village, CO
Export (members)
Reg. AUM
$332.3M
Employees
6
Accounts
486
Location
Greenwood Village, CO

Causey Wealth LLC assets under management

Causey Wealth LLC operates as an SEC-registered investment adviser based in Greenwood Village, CO. The firm has been registered since 2024. It reports $332.3 million in regulatory assets under management and employs 6 people.
www.causeywealth.comView on SEC.gov ↗

Causey Wealth LLC owners & executives

2 reported
NameTitleOwnershipSince
Nathanael Adam Koch ControlMember & Chief Compliance Officer50-75%2024
Robb Andrew Stone ControlMember & Compliance Officer50-75%2024

Frequently asked questions

How much does Causey Wealth LLC manage?

Causey Wealth LLC reports $332.3 million in regulatory assets under management on its Form ADV.

How many employees does Causey Wealth LLC have?

Causey Wealth LLC reports 6 employees.

Where is Causey Wealth LLC located?

Causey Wealth LLC is based in Greenwood Village, CO and has been SEC-registered since 2024.

Does Causey Wealth LLC disclose fund performance?

Causey Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6400 S. Fiddlers Green Circle, Suite 975, Greenwood Village, CO 80111
Phone3036729876
Office hours9:00a.m. - 5:00p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$314.5M
Non-discretionary$17.8M
Total (RAUM)$332.3M