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SUGDEN WEALTH MANAGEMENT, LLC
CRD 165766
100 FILLMORE STREET, SUITE 562, DENVER, CO, 80206, United States
Phone
303-398-7031
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$54.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $2.3M |
| High net worth individuals | 18 | $51.7M |
All web addresses on file
Official SEC filing: View on IAPD