Data / Investment advisers / Colorado / Causey Wealth LLC
Causey Wealth LLC, Greenwood Village, CO: $393 million AUM, SEC registered investment adviser
Causey Wealth LLC is an SEC registered investment adviser with its main office in Greenwood Village, Colorado and reports $393 million in regulatory assets under management in its Form ADV filed April 6, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 331134
- SEC file number
- 801-130443
- SEC status
- Approved, effective June 12, 2024
- Main office
- 6400 S. Fiddlers Green Circle Suite 975, Greenwood Village, CO 80111
- Phone
- (303) 672-9876
- Website
- causeywealth.com
- Regulatory AUM
- $393,201,010 in the Form ADV filed April 6, 2026
- Discretionary AUM
- $365,974,929
- Non discretionary AUM
- $27,226,081
- Accounts
- 585
- Employees
- 7, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 89 | $365.1 million |
| Individuals (other than high net worth individuals) | 96 | $28.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $393.2 million | March 30, 2026 |
| December 1, 2025 | $332.3 million | July 22, 2025 |
Other advisers in Greenwood Village
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Owl Creek Wealth Partners | Greenwood Village | $602.3 million | Not listed | adviserinfo.sec.gov |
| JPL Wealth Management, LLC | Greenwood Village | $587.9 million | Not listed | adviserinfo.sec.gov |
| Tandem Financial, LLC | Greenwood Village | $541.8 million | Not listed | adviserinfo.sec.gov |
| Noble Wealth Management P.B.C. | Greenwood Village | $444.1 million | Not listed | adviserinfo.sec.gov |
| Maxq Asset Management LLC | Greenwood Village | $407.7 million | Not listed | adviserinfo.sec.gov |
| Cresalta Investment Management, Inc. | Greenwood Village | $323.4 million | Not listed | adviserinfo.sec.gov |
| Marshall Investment Management, LLC | Greenwood Village | $298 million | Not listed | adviserinfo.sec.gov |
| Alpha Capital Family Office, LLC | Greenwood Village | $295.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Greenwood Village, CO
- Investment advisers in Colorado
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Causey Wealth LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.