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HALCYON WEALTH MANAGEMENT, LLC
HALCYON WEALTH MANAGEMENT
CRD 149076
3450 PENROSE PLACE, SUITE 150, BOULDER, CO, 80301, United States
Phone
(303) 506-2774
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$88.9M
Discretionary AUM
$71.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 23 | $85.3M |
Official SEC filing: View on IAPD