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CAUSEY WEALTH LLC
CRD 331134 · SEC 801-130443
6400 S. FIDDLERS GREEN CIRCLE, SUITE 975, GREENWOOD VILLAGE, CO, 80111, United States
Phone
3036729876
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$393.2M
Discretionary AUM
$366.0M
Team
7 total employees; 7 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 96 | $28.1M |
| High net worth individuals | 89 | $365.1M |
States served
CA, CO, NY, TX
All web addresses on file
Official SEC filing: View on IAPD