Cimarron Wealth Management, Inc.
● SEC registered since 2019CRD 299627SEC# 801-116955Montrose, CO
Reg. AUM
$327.3M
Employees
14
Accounts
574
Location
Montrose, CO
Cimarron Wealth Management, Inc. assets under management
Cimarron Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Montrose, CO. The firm has been registered since 2019. It reports $327.3 million in regulatory assets under management and employs 14 people.
Cimarron Wealth Management, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley Noelle Dejulio | Chief Compliance Officer | 5-10% | 2020 |
| Betty Jo Tomlinson Control | Vice President | 10-25% | 2019 |
| Kevin Scott Sanderford Control | President | 50-75% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Cimarron Wealth Management, Inc. manage?
Cimarron Wealth Management, Inc. reports $327.3 million in regulatory assets under management on its Form ADV.
How many employees does Cimarron Wealth Management, Inc. have?
Cimarron Wealth Management, Inc. reports 14 employees.
Where is Cimarron Wealth Management, Inc. located?
Cimarron Wealth Management, Inc. is based in Montrose, CO and has been SEC-registered since 2019.
Does Cimarron Wealth Management, Inc. disclose fund performance?
Cimarron Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1701 Niagara Rd, Montrose, CO 81401 |
| Phone | 970-249-9882 |
| Fax | 970-249-0830 |
| Office hours | 8a.m. - 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$327.3M▲ 42%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$327.3Mregulatory AUM
Discretionary $307.5MNon-discretionary $19.8M