WAZEE STREET CAPITAL MANAGEMENT LLC

8101 E Prentice Ave
Suite 610
Greenwood Village, Colorado 80111
Tel: 303-645-9300

About WAZEE STREET CAPITAL MANAGEMENT LLC

WAZEE STREET CAPITAL MANAGEMENT LLC, formally registered with the SEC as WAZEE STREET CAPITAL MANAGEMENT LLC. The firm was established in 07/29/2021. They have over 1 offices throughout the country.

WAZEE STREET CAPITAL MANAGEMENT LLC is a Greenwood Village, Colorado based Financial Planning firm with nearly $145,900,170 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159165
SEC#	801-121924
Assets Managed by Firm	$145,900,170
No. of Clients	4
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based
Other (SEE SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$145,900,170

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