Causey Wealth LLC
Firm details
- Headquarters
- Greenwood Village, Colorado
- CRD number
- 331134
- Registered since
- June 12, 2024
- Website
- www.causeywealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.85%
- Individuals7.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Causey Wealth LLC operates as an independent, individual-owned RIA organized as an LLC and registered with the SEC in 2024. Its client mix is focused on individuals and families; stated advisory services include financial planning and portfolio management for individuals, small businesses, and other business or institutional clients. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees. It does not identify as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. Causey Wealth’s business model centers on advisory and planning work rather than acting as a private capital sponsor or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities5%
- Cash & Cash Equivalents5%
Contacts
3 of 4
Stephen Warren
Portfolio ManagerCRD 7709993
Timothy Itin
Regional DirectorCRD 1157867
Robb Stone
Wealth Management PrincipalCRD 4035700
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$222M in ETFs
73%
$162M
18%
$60M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT) | Vanguard | Passive | Corporate Bond | $18.8M | 227,336 | 8.45% |
Location
Greenwood Village, CO
Arapahoe
Location
Greenwood Village, CO
Headquartered in Greenwood Village, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 6400 S Fiddlers Green Cir
- Time zone
- MT (UTC-7)
- Office locations
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