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WAKEFIELD ASSET MANAGEMENT, LLLP
CRD 143720 · SEC 801-68152
7887 EAST BELLEVIEW AVE, SUITE #800, ENGLEWOOD, CO, 80111, United States
Phone
303-771-0630
Fax
303-770-0160
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$454.0M
Discretionary AUM
$453.5M
Team
11 total employees; 3 advisory reps; 9 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Other (specify)
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 103 | $49.1M |
| High net worth individuals | 85 | $266.7M |
| Pension/profit sharing plans | 3 | $8.4M |
| Charitable organizations | 2 | $701K |
| Corporations/business entities | 8 | $129.0M |
States served
AZ, CA, CO, IL, LA, NE, VA, TX
All web addresses on file
Official SEC filing: View on IAPD