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EPIQWEST CULVER WEALTH ADVISORS LLC

370 Interlocken Blvd.,
Suite 290
Broomfield, Colorado 80021
Tel: 303-442-3670

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About EPIQWEST CULVER WEALTH ADVISORS LLC

EPIQWEST CULVER WEALTH ADVISORS LLC, formally registered with the SEC as EPIQWEST CULVER WEALTH ADVISORS LLC. The firm was established in 05/18/2020. They have over 1 offices throughout the country.

EPIQWEST CULVER WEALTH ADVISORS LLC is a Broomfield, Colorado based Financial Planning firm with nearly $216,963,992 assets under management, offering retirement planning & investment advisory services to 565 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#308980
SEC#801-118720
Assets Managed by Firm$216,963,992
No. of Clients565
No. of Advisors13

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total565$216,963,992
Individuals (other than high net worth individuals)122$29,639,996
High net worth individuals102$114,971,266
Pension and profit sharing plans28$46,477,407
Charitable organizations2$1,416,512
Corporations or other businesses17$24,356,439

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