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WAKEFIELD WEALTH MANAGEMENT, LLLP
CRD 173997 · SEC 801-80693
7887 E. 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
$512.9M
Discretionary AUM
$393.2M
Team
10 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Other (specify)
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 70 | $33.1M |
| High net worth individuals | 77 | $284.1M |
| Pension/profit sharing plans | 2 | $7.0M |
| Charitable organizations | 1 | $701K |
| Corporations/business entities | 7 | $188.0M |
States served
AZ, CO, IL, LA, NE, TX
All web addresses on file
Official SEC filing: View on IAPD