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Wakefield Wealth Management, LLLP

● SEC registered since 2015CRD 173997SEC# 801-80693Englewood, CO
Export (members)
Reg. AUM
$388.3M
Employees
9
Accounts
619
Location
Englewood, CO

Wakefield Wealth Management, LLLP assets under management

Wakefield Wealth Management, LLLP is an investment advisory firm registered with the SEC based in Englewood, CO. The firm has been registered since 2015. It reports $388.3 million in regulatory assets under management and employs 9 people.
www.wakefieldwealth.comView on SEC.gov ↗

Wakefield Wealth Management, LLLP owners & executives

4 reported
NameTitleOwnershipSince
Geoffrey Todd Gervasini ControlLimited PartnerOver 75%2014
Gregory J BrittainPartner, Chief Compliance Officer5-10%2021
Wakefield Asset Management Corporation ControlGeneral PartnerUnder 5%2014
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Frequently asked questions

How much does Wakefield Wealth Management, LLLP manage?

Wakefield Wealth Management, LLLP reports $388.3 million in regulatory assets under management on its Form ADV.

How many employees does Wakefield Wealth Management, LLLP have?

Wakefield Wealth Management, LLLP reports 9 employees.

Where is Wakefield Wealth Management, LLLP located?

Wakefield Wealth Management, LLLP is based in Englewood, CO and has been SEC-registered since 2015.

Does Wakefield Wealth Management, LLLP disclose fund performance?

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

Contact & registration

Address7887 E. Belleview Ave, Suite 800, Englewood, CO 80111
Phone303-771-0630
Fax303-770-0160
Office hours7:30a.m. - 4:30p.m.
SEC regionDenver Regional Office (DRO)
CIK1759448
Discloses disciplinary historyNo

Assets under management

Discretionary$308.6M
Non-discretionary$79.7M
Total (RAUM)$388.3M