CIMARRON WEALTH MANAGEMENT, INC.

RIASEC RegisteredEst. 2019

Total AUM

$327M

Discretionary

$308M

94% of AUM

Avg account

$570K

Accounts

574

Employees

Advisory reps

Firm details

Headquarters: MONTROSE, Colorado
CRD number: 299627
Registered since: July 11, 2019
Website: www.wealthwithapurpose.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI51.8%
Individuals41.01%
Pension & Profit Sharing Plans6.05%
Charitable Organizations0.65%
Corporations / Businesses0.5%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Cimarron Wealth Management, Inc. is an independent, privately owned registered investment adviser that became SEC-registered in 2019. The firm serves both individual and family clients as well as institutional relationships, operating under a blended fee approach that includes asset-based fees and fixed-fee engagements. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and client-facing educational seminars and workshops. The firm is not identified as an active ESG investor, and it does not position itself as a dedicated capital allocator. Cimarron also lists an industry affiliation with a law firm, which suggests coordination with legal counsel for estate, tax, or beneficiary planning in support of wealth-management engagements.