Downing Street Wealth Management LLC

RIASEC Registered

Total AUM

$176M

Discretionary

$156M

89% of AUM

Avg account

$296K

Accounts

594

Employees

Advisory reps

Firm details

Headquarters: Greenwood Village, Colorado
CRD number: 152983
Registered since: November 8, 2024
Website: www.downing-st.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC, ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI79.2%
Individuals20.8%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Downing Street Wealth Management LLC is an independent registered investment adviser that began SEC registration in 2024. The firm is structured as a single-owner limited liability company and serves individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars/workshops. The firm also lists "accountant" among its business activities and industry affiliations. Fee arrangements are flexible: the firm charges a percentage of assets under management and also uses hourly and fixed-fee engagements. It does not identify as an active ESG investor and is not characterized as a capital allocator.