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Data / Investment advisers / Colorado / Englewood

Investment advisers in Englewood, CO: 17 firms, $13.2 billion in AUM

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

17 investment advisers have their main office in Englewood, Colorado: 15 SEC registered and 2 exempt reporting. The registered advisers report $13.2 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Geneos Wealth Management, Inc. with $9.2 billion.

The request: Every investment adviser in Englewood, Colorado with AUM over $100 million, with phone and website. $10 of work on sign-up, no card.

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SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 17Advisers
  • 15SEC registered
  • 2Exempt reporting
  • $13.2 billionTotal AUM
  • 13Advisers over $100 million
  • 6Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Geneos Wealth Management, Inc.Englewood$9.22 billion33,378200Not listed(303) 785-8470geneoswealth.comadviserinfo.sec.gov
Wealth Watch Advisors, IncEnglewood$612.4 million3,58762Not listed(855) 822-3708wwwjmartinwm.comadviserinfo.sec.gov
Wakefield Wealth Management, LLLPEnglewood$512.9 million62510Not listed(303) 771-0630wakefieldwealth.comadviserinfo.sec.gov
Wakefield Asset Management, LLLPEnglewood$454 million58611Not listed(303) 771-0630wakefieldasset.comadviserinfo.sec.gov
Boulder Asset ManagementEnglewood$426.1 million1784Not listed(303) 779-8772adviserinfo.sec.gov
Cherry Creek Investment Advisors IncEnglewood$351.9 million7993Not listed(303) 320-5774cherrycreekinvestmentadvisors.comadviserinfo.sec.gov
Leh III Management LLCEnglewood$335.9 million4144(720) 909-6608lincolnenergypartners.netadviserinfo.sec.gov
Parsonex Advisory Services, Inc.Englewood$271.3 million1,079241(303) 662-8700parsonexadvisory.comadviserinfo.sec.gov
Stone Creek Group, LLCEnglewood$250.6 million27454(303) 226-7370stonecreekgroup.comadviserinfo.sec.gov
Essential Investment Partners, LLCEnglewood$223 million2763Not listed(303) 333-8498adviserinfo.sec.gov
Rigden Capital StrategiesEnglewood$168.9 million9516Not listed(303) 351-1618biggerpockets.comadviserinfo.sec.gov
Ridgegate Advisors, LLCEnglewood$119 million53611Not listed(303) 791-2253ridgegatefinancial.comadviserinfo.sec.gov
Blue Heron CapitalEnglewood$102.2 million5428Not listed(720) 488-8604adviserinfo.sec.gov
Blue Sky Asset Management, LLCEnglewood$98.6 million31Not listed(303) 552-0945bsam.comadviserinfo.sec.gov
Leh II Management LLCEnglewood$93.1 million1121(720) 909-6608lincolnenergypartners.netadviserinfo.sec.gov
Golden Chain CapitalEnglewoodNot listedNot listedNot listed1001(909) 3484763adviserinfo.sec.gov
Stifel Strategie Consulting Partners LTD.EnglewoodNot listedNot listedNot listed1(302) 524-9646adviserinfo.sec.gov

Advisers in Englewood that manage private funds

6 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Leh III Management LLCEnglewoodCO4Not listedNot listedNot listedNot listed$335.9 million$335.9 millionadviserinfo.sec.gov
Stone Creek Group, LLCEnglewoodCO4Not listed4Not listedNot listed$31.3 million$250.6 millionadviserinfo.sec.gov
Parsonex Advisory Services, Inc.EnglewoodCO1Not listedNot listedNot listedNot listed$30.4 million$271.3 millionadviserinfo.sec.gov
Leh II Management LLCEnglewoodCO1Not listedNot listedNot listedNot listed$93.1 million$93.1 millionadviserinfo.sec.gov
Golden Chain CapitalEnglewoodCO1Not listed1Not listedNot listed$10 millionNot listedadviserinfo.sec.gov
Stifel Strategie Consulting Partners LTD.EnglewoodCO1Not listed1Not listedNot listed$50,000Not listedadviserinfo.sec.gov

Newest SEC registrations in Englewood

1 adviser with an SEC status effective in the 90 days to November 2, 2026.

AdviserCityStateSEC status effectiveAUMWebsiteSource
Leh III Management LLCEnglewoodCOAugust 11, 2026$335.9 millionlincolnenergypartners.netadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.