Wakefield Wealth Management, LLLP
● SEC registered since 2015CRD 173997SEC# 801-80693Englewood, CO
Reg. AUM
$512.9M
Employees
10
Accounts
625
Location
Englewood, CO
Wakefield Wealth Management, LLLP assets under management
Wakefield Wealth Management, LLLP is an investment advisory firm registered with the SEC based in Englewood, CO. The firm has been registered since 2015. It reports $512.9 million in regulatory assets under management and employs 10 people.
Wakefield Wealth Management, LLLP owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Geoffrey Todd Gervasini Control | Limited Partner | Over 75% | 2014 |
| Gregory J Brittain | Partner, Chief Compliance Officer | 5-10% | 2021 |
| Wakefield Asset Management Corporation Control | General Partner | Under 5% | 2014 |
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Join to unlock · $37/moFrequently asked questions
How much does Wakefield Wealth Management, LLLP manage?
Wakefield Wealth Management, LLLP reports $512.9 million in regulatory assets under management on its Form ADV.
How many employees does Wakefield Wealth Management, LLLP have?
Wakefield Wealth Management, LLLP reports 10 employees.
Where is Wakefield Wealth Management, LLLP located?
Wakefield Wealth Management, LLLP is based in Englewood, CO and has been SEC-registered since 2015.
Does Wakefield Wealth Management, LLLP disclose fund performance?
Wakefield Wealth Management, LLLP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7887 E. Belleview Ave, Suite 800, Englewood, CO 80111 |
| Phone | 303-771-0630 |
| Fax | 303-770-0160 |
| Office hours | 7:30a.m. - 4:30p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1759448 |
| Discloses disciplinary history | No |
Regulatory AUM
$512.9M▲ 32%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$512.9Mregulatory AUM
Discretionary $393.2MNon-discretionary $119.7M