WEATHERBIE ADVISORS LTD.

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DENVER, Colorado
CRD number
340853
Registered since
February 9, 2026

Firm profile

FINTRX

Overview

Weatherbie Advisors Ltd. is a corporation that operates in the financial advisory sector. The firm specializes in managing investments and has a focus on private equity, advising one fund in this category. While the firm is not classified under any specific category, it engages in various business activities related to investment management. Weatherbie Advisors Ltd. does not actively pursue ESG investment strategies and is not recognized as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • MATHISTAD TIMOTHY

    CRD 8222627

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

DENVER, CO

JEFFERSON

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
JEFFERSON
Address
9878 W Belleview Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth