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WAMBOLT & ASSOCIATES, LLC

13976 W. Bowles Avenue
Ste. 200
Littleton, Colorado 80127
Tel: 720-962-6700

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About WAMBOLT & ASSOCIATES, LLC

WAMBOLT & ASSOCIATES, LLC, formally registered with the SEC as WAMBOLT & ASSOCIATES, LLC. The firm was established in 06/04/2010. They have over 2 offices throughout the country.

WAMBOLT & ASSOCIATES, LLC is a Littleton, Colorado based Financial Planning firm with nearly $564,700,957 assets under management, offering retirement planning & investment advisory services to 1849 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#153454
SEC#801-71476
Assets Managed by Firm$564,700,957
No. of Clients1849
No. of Advisors16

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • 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 ClientsAUM
Firm Total1849$564,700,957
Individuals (other than high net worth individuals)445$111,276,826
High net worth individuals174$418,249,319
Pension and profit sharing plans14$14,845,031
Charitable organizationsFewer than 5 clients$2,156,595
Corporations or other businesses11$10,093,309

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