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 $369,078,847 assets under management, offering retirement planning & investment advisory services to 619 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	$369,078,847
No. of Clients	619
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	619	$369,078,847
Individuals (other than high net worth individuals)	62	$27,404,788
High net worth individuals	75	$242,019,444
Pension and profit sharing plans	2	$5,443,580
Charitable organizations	1	$659,406
Corporations or other businesses	7	$93,551,629

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