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Cimarron Wealth Management, Inc.

● SEC registered since 2019CRD 299627SEC# 801-116955Montrose, CO
Export (members)
Reg. AUM
$230.5M
Employees
12
Accounts
462
Location
Montrose, CO

Cimarron Wealth Management, Inc. assets under management

Cimarron Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Montrose, CO. The firm has been registered since 2019. It reports $230.5 million in regulatory assets under management and employs 12 people.

Cimarron Wealth Management, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Ashley Noelle DejulioChief Compliance Officer5-10%2020
Betty Jo Tomlinson ControlVice President10-25%2019
Kevin Scott Sanderford ControlPresident50-75%2019
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Frequently asked questions

How much does Cimarron Wealth Management, Inc. manage?

Cimarron Wealth Management, Inc. reports $230.5 million in regulatory assets under management on its Form ADV.

How many employees does Cimarron Wealth Management, Inc. have?

Cimarron Wealth Management, Inc. reports 12 employees.

Where is Cimarron Wealth Management, Inc. located?

Cimarron Wealth Management, Inc. is based in Montrose, CO and has been SEC-registered since 2019.

Does Cimarron Wealth Management, Inc. disclose fund performance?

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

Contact & registration

Address1701 Niagara Rd, Montrose, CO 81401
Phone970-249-9882
Fax970-249-0830
Office hours8a.m. - 5 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$214.3M
Non-discretionary$16.2M
Total (RAUM)$230.5M