CAUSEY WEALTH LLC
Firm details
- Headquarters
- GREENWOOD VILLAGE, Colorado
- CRD number
- 331134
- Registered since
- June 12, 2024
- Website
- www.causeywealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.85%
- Individuals7.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Causey Wealth LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2024. The firm primarily serves individuals and families, offering financial planning and portfolio management for individuals, small businesses and other business or institutional clients. Its fee arrangements include asset-based fees, hourly charges and fixed fees. Causey Wealth does not present itself as a capital allocator, is not an active ESG investor, and does not operate as a multi-state or pension consulting adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities5%
- Cash & Cash Equivalents5%
Contacts
3 of 4Stephen Warren
Portfolio ManagerCRD 7709993
TIMOTHY ITIN
Regional DirectorCRD 1157867
ROBB STONE
Wealth Management PrincipalCRD 4035700
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$205M in ETFs
74%
$151M
18%
$54.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT) | Vanguard | Passive | Corporate Bond | $17M | 204,943 | 8.28% |
Location
GREENWOOD VILLAGE, CO
ARAPAHOE
Location
GREENWOOD VILLAGE, CO
Headquartered in GREENWOOD VILLAGE, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- ARAPAHOE
- Address
- 6400 S Fiddlers Green Cir
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
NOBLE WEALTH MANAGEMENT P.B.C.
RIAGREENWOOD VILLAGE, CO
MAXQ ASSET MANAGEMENT LLC
RIAGREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC
RIAGREENWOOD VILLAGE, CO
ALPHA CAPITAL FAMILY OFFICE, LLC
RIAGREENWOOD VILLAGE, CO
TANDEM FINANCIAL, LLC
RIAGREENWOOD VILLAGE, CO
EVERGREEN PRIVATE WEALTH
RIAGREENWOOD VILLAGE, CO