Investment adviser · CRD 340314
CULTIVATE WEALTH PARTNERS
Investment adviser filing (IA)
CULTIVATE WEALTH PARTNERS LLC
BROOMFIELD, CO, United States · Form ADV filed Aug 28, 2026
- Regulatory AUM
- $125M Form ADV · Item 5.F
- Client accounts
- 149 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 23 | $110,375,847 | 88.1% |
| Individuals | 62 | $14,953,392 | 11.9% |
Filing source
Form ADV 2119155 · Aug 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Aug 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
390 INTERLOCKEN CRESCENT, SUITE 350BROOMFIELD, CO, 80021, United States
CRD 340314
Filing source
Form ADV 2119155 · Aug 28, 2026 · 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.