WEILD & CO.

Broker-DealerFINRA MemberEst. 2005
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 is organized as a limited liability company and is classified in public records as an investment bank. The firm has been SEC-registered since 2005. Ownership is recorded as a combination of a domestic entity and individual ownership rather than an institutional parent. The firm is not identified as a capital allocator and does not appear in the dataset as a registered multi-state adviser or a newly formed adviser. It is also not listed as an active ESG investor, nor as a pension consultant, and no related advisory affiliate is noted. The source file did not provide granular details on advisory activities, client types, fee schedules or specific business lines beyond the investment bank classification.

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 10
  • MICHAEL GEFFRARD

    President and CEOCRD 1865753

  • PETER LUSK

    Founder & Chief Investment OfficerCRD 2760520

  • RICHARD ONESTO

    CFO/FINOPCRD 2453096

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Contacts

3 of 68
  • Amy Gussin

    Managing DirectorCRD 4670938

  • LOUIS LISH

    ManagerCRD 6362344

  • Rishabh Bajaj

    Investment Banking AnalystCRD 8225489

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth