Weild & Co

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
78
Avg account
$0

Firm details

Headquarters
Boulder, Colorado
CRD number
132398
Registered since
January 27, 2005

Firm profile

FINTRX

Overview

Weild & Co. operates as a limited liability company and is classified in the data as an investment bank rather than a registered investment adviser or capital allocator. The firm is organized under domestic ownership that includes an individual owner. The profile indicates the firm does not identify as an active ESG investor and is not positioned as a multi-state adviser, pension consultant, or a related adviser to another registered entity. Available entries for business activities, advisory services, fee structure, and client segments were not provided in the dataset, so public-facing positioning and client targeting cannot be detailed from the source data.

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

Owners & executives

3 of 9
  • Peter Lusk

    Peter Lusk

    Founder & Chief Investment OfficerCRD 2760520

  • Robert Schachter

    Robert Schachter

    Founder & CEOCRD 1312477

  • David Weild

    David Weild

    Chief Executive OfficerCRD 1336395

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Contacts

3 of 69
  • Robert Goodmanson

    Robert Goodmanson

    Head of OriginationsCRD 726865

  • Joseph Pastore

    Joseph Pastore

    Investment BankerCRD 1867225

  • Michael Klena

    Michael Klena

    FounderCRD 2145123

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Wealth teams

FINTRX

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

Boulder, CO

Boulder

Location

Boulder, CO

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

Metro area
Denver-Aurora, CO
Region
West
County
Boulder
Address
777 29th St
Time zone
MT (UTC-7)
Office locations

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