HAMSHER WEALTH MANAGEMENT, LLC

RIASEC Registered
Total AUM
$9.4M
Discretionary
$9.4M
100% of AUM
Avg account
$137K
Accounts
69
Employees
2
Advisory reps
2

Firm details

Headquarters
GREENWOOD VILLAGE, Colorado
CRD number
284018
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI53.1%
  • Individuals46.9%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Hamsher Wealth Management, LLC is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm offers comprehensive financial planning and portfolio management for individuals and small businesses, and it also provides pension consulting and selection-of-other-advisers services. Its fee arrangements are multi‑tiered and include percentage-of-AUM billing as well as hourly and fixed fees. The firm functions as a capital allocator, which indicates it places client assets with outside managers or funds as part of its implementation. Hamsher is not identified as an active ESG investor and is structured to serve a domestic client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, Exchange Traded Equities 14%, Cash & Cash Equivalents 6%80%
  • Public Funds/Mutual Funds80%
  • Exchange Traded Equities14%
  • Cash & Cash Equivalents6%

Contacts

2 of 2
  • TROY HAMSHER

    Founder & Investment Advisor RepresentativeCRD 6442552

  • Logan Bradley

    Investment Advisor RepresentativeCRD 7490120

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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
7100 E Belleview Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth