EPIQWEST CULVER WEALTH ADVISORS LLC

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

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 Status	Approved
Firm CRD#	308980
SEC#	801-118720
Assets Managed by Firm	$216,963,992
No. of Clients	565
No. of Advisors	13

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 Clients	AUM
Firm Total	565	$216,963,992
Individuals (other than high net worth individuals)	122	$29,639,996
High net worth individuals	102	$114,971,266
Pension and profit sharing plans	28	$46,477,407
Charitable organizations	2	$1,416,512
Corporations or other businesses	17	$24,356,439

More Retirement Planning firms in Broomfield, Colorado:

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EMPOWER ADVISORY GROUP, LLC 8515 East Orchard Rd 4t2 Greenwood Village, CO, 80111	$134,279,160,181	188739	766
PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202	$81,139,239,094	82	81
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road 2t3 Greenwood Village, CO, 80111	$64,880,528,684	154	305

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