Causey Wealth LLC
● SEC registered since 2024CRD 331134SEC# 801-130443Greenwood Village, CO
Reg. AUM
$393.2M
Employees
7
Accounts
585
Location
Greenwood Village, CO
Causey Wealth LLC assets under management
Causey Wealth LLC operates as an SEC-registered investment adviser based in Greenwood Village, CO. The firm has been registered since 2024. It reports $393.2 million in regulatory assets under management and employs 7 people.
Causey Wealth LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nathanael Adam Koch Control | Member & Chief Compliance Officer | 50-75% | 2024 |
| Robb Andrew Stone Control | Member & Compliance Officer | 50-75% | 2024 |
Frequently asked questions
How much does Causey Wealth LLC manage?
Causey Wealth LLC reports $393.2 million in regulatory assets under management on its Form ADV.
How many employees does Causey Wealth LLC have?
Causey Wealth LLC reports 7 employees.
Where is Causey Wealth LLC located?
Causey Wealth LLC is based in Greenwood Village, CO and has been SEC-registered since 2024.
Does Causey Wealth LLC disclose fund performance?
Causey Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6400 S. Fiddlers Green Circle, Suite 975, Greenwood Village, CO 80111 |
| Phone | 3036729876 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$393.2M▲ 34%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$393.2Mregulatory AUM
Discretionary $366MNon-discretionary $27.2M