Wakefield Wealth Management, Lllp
Wakefield Wealth Management, Lllp is an SEC-registered wealth manager in Englewood, CO with $512.9M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Wakefield Wealth Management, Lllp: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 173997, SEC 801-80693, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $512.9M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Englewood, CO
- Employees
- 10
- Clients
- 157
- CRD
- 173997
- Ownership
- GERVASINI, GEOFFREY, TODD; YAEGER, JENNIFER, C.; WAKEFIELD ASSET MANAGEMENT CORPORATION; BRITTAIN, GREGORY, J; MANCINI, JENNIFER, C.
How much AUM does Wakefield Wealth Management, Lllp have?
Wakefield Wealth Management, Lllp reported $512.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Wakefield Wealth Management, Lllp?
Disclosed owners and executives of Wakefield Wealth Management, Lllp include GERVASINI, GEOFFREY, TODD, YAEGER, JENNIFER, C., WAKEFIELD ASSET MANAGEMENT CORPORATION, BRITTAIN, GREGORY, J, MANCINI, JENNIFER, C.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.