Investment adviser · CRD 297110

7258 WEALTH MANAGEMENT, INC.

Investment adviser filing (IA)

DENVER, CO, United States · Form ADV filed Sep 14, 2018

Regulatory AUM
$155M
Form ADV · Item 5.F
Client accounts
145
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 14, 2018. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

730 17TH STREET, SUITE 107
DENVER, CO, 80202, United States

CRD 297110

Filing source

Form ADV 1240739 · Sep 14, 2018 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.