Weild & Co
Firm details
- Headquarters
- Boulder, Colorado
- CRD number
- 132398
- Registered since
- January 27, 2005
- Website
- www.weildco.com
Firm profile
FINTRXOverview
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
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 9
Peter Lusk
Founder & Chief Investment OfficerCRD 2760520

Robert Schachter
Founder & CEOCRD 1312477

David Weild
Chief Executive OfficerCRD 1336395
Contacts
3 of 67
Robert Goodmanson
Head of OriginationsCRD 726865
Joseph Pastore
Investment BankerCRD 1867225

Michael Klena
FounderCRD 2145123
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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