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Epiqwest Culver Wealth Advisors LLC

● SEC registered since 2020CRD 308980SEC# 801-118720Broomfield, CO
Export (members)
Reg. AUM
$227.9M
Employees
8
Accounts
583
Location
Broomfield, CO

Epiqwest Culver Wealth Advisors LLC assets under management

Epiqwest Culver Wealth Advisors LLC is an SEC-registered investment adviser based in Broomfield, CO. The firm has been registered since 2020. It reports $227.9 million in regulatory assets under management and employs 8 people.

Epiqwest Culver Wealth Advisors LLC owners & executives

4 reported
NameTitleOwnershipSince
Bryan Joseph Sullivan ControlManaging Member10-25%2020
Eric Veve ControlManaging Member10-25%2020
Mark Patrick Culver ControlManaging Member, Cco50-75%2020
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Frequently asked questions

How much does Epiqwest Culver Wealth Advisors LLC manage?

Epiqwest Culver Wealth Advisors LLC reports $227.9 million in regulatory assets under management on its Form ADV.

How many employees does Epiqwest Culver Wealth Advisors LLC have?

Epiqwest Culver Wealth Advisors LLC reports 8 employees.

Where is Epiqwest Culver Wealth Advisors LLC located?

Epiqwest Culver Wealth Advisors LLC is based in Broomfield, CO and has been SEC-registered since 2020.

Does Epiqwest Culver Wealth Advisors LLC disclose fund performance?

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

Contact & registration

Address370 Interlocken Blvd.,, Suite 290, Broomfield, CO 80021
Phone303-442-3670
Fax303-442-1749
Office hours8:30a.m.-4:30p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$185.3M
Non-discretionary$42.6M
Total (RAUM)$227.9M