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CIMARRON WEALTH MANAGEMENT, INC.
CRD 299627 · SEC 801-116955
1701 NIAGARA RD, MONTROSE, CO, 81401, United States
Phone
970-249-9882
Fax
970-249-0830
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$327.3M
Discretionary AUM
$307.5M
Team
14 total employees; 7 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 478 | $134.2M |
| High net worth individuals | 74 | $169.6M |
| Pension/profit sharing plans | 10 | $19.8M |
| Corporations/business entities | 10 | $1.6M |
States served
AZ, CA, CO, ID, LA, TN, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD