Causey Wealth LLC
Causey Wealth LLC is an SEC-registered wealth manager in Greenwood Village, CO with $393.2M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Causey Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 331134, SEC 801-130443, data through 2026-04-06.
- AUM (assets under management / regulatory AUM)
- $393.2M (2026-04-06)
- Firm type
- Wealth Manager
- Location
- Greenwood Village, CO
- Employees
- 7
- Clients
- 185
- CRD
- 331134
- Ownership
- KOCH, NATHANAEL, ADAM; STONE, ROBB, ANDREW
How much AUM does Causey Wealth LLC have?
Causey Wealth LLC reported $393.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-06).
Who owns Causey Wealth LLC?
Disclosed owners and executives of Causey Wealth LLC include KOCH, NATHANAEL, ADAM, STONE, ROBB, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.