WEILD & CO.
Firm details
- Headquarters
- BOULDER, Colorado
- CRD number
- 132398
- Registered since
- January 27, 2005
- Website
- www.weildco.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 10MICHAEL GEFFRARD
President and CEOCRD 1865753
PETER LUSK
Founder & Chief Investment OfficerCRD 2760520
RICHARD ONESTO
CFO/FINOPCRD 2453096
Contacts
3 of 68Amy Gussin
Managing DirectorCRD 4670938
LOUIS LISH
ManagerCRD 6362344
Rishabh Bajaj
Investment Banking AnalystCRD 8225489
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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