WAKEFIELD WEALTH MANAGEMENT, LLLP

7887 E. Belleview Ave, Suite 800
Englewood, Colorado 80111
Tel: 303-771-0630

About WAKEFIELD WEALTH MANAGEMENT, LLLP

WAKEFIELD WEALTH MANAGEMENT, LLLP, formally registered with the SEC as WAKEFIELD WEALTH MANAGEMENT, LLLP. The firm was established in 01/08/2015. They have over 1 offices throughout the country.

WAKEFIELD WEALTH MANAGEMENT, LLLP is a Englewood, Colorado based Financial Planning firm with nearly $342,630,625 assets under management, offering retirement planning & investment advisory services to 594 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173997
SEC#	801-80693
Assets Managed by Firm	$342,630,625
No. of Clients	594
No. of Advisors	10

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	594	$342,630,625
Individuals (other than high net worth individuals)	52	$23,896,173
High net worth individuals	74	$218,320,531
Pension and profit sharing plans	2	$4,849,183
Charitable organizations	2	$3,458,838
Corporations or other businesses	7	$92,105,900

Inquire with WAKEFIELD WEALTH MANAGEMENT, LLLP

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