Weild & Co

Broker-DealerFINRA MemberEst. 2005
Total AUM
—
Advisory reps
76
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 organized as an investment bank and has been SEC-registered since 2005. The ownership structure is indicated as a combination of a domestic entity and individuals. Public filings and the snapshot record identify the firm as not acting as a capital allocator and not positioning itself as an active ESG investor. The firm is not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The firm did not provide details in the snapshot about its client base, fee arrangements, or specific advisory and business activities.

Assets & Accounts

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 67
  • 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

FINTRX

Recent filings

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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