Hamsher Wealth Management, LLC

RIASEC Registered
Total AUM
$10.6M
Discretionary
$10.6M
100% of AUM
Avg account
$136K
Accounts
78
Employees
2
Advisory reps
2

Firm details

Headquarters
Greenwood Village, Colorado
CRD number
284018
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • Individuals53.95%
  • HNWI46.05%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Hamsher Wealth Management, LLC is an independent registered investment adviser organized as a limited liability company. The firm focuses on serving individual and family clients and presents itself as a capital allocator that can place client capital with third-party managers. Advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Hamsher uses a mix of billing approaches — percentage of assets under management, hourly fees, fixed fees and other structures — and does not identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, Exchange Traded Equities 14%, Cash & Cash Equivalents 6%80%
  • Public Funds/Mutual Funds80%
  • Exchange Traded Equities14%
  • Cash & Cash Equivalents6%

Contacts

2 of 2
  • Troy Hamsher

    Troy Hamsher

    Founder & Investment Advisor RepresentativeCRD 6442552

  • Logan Bradley

    Logan Bradley

    Investment Advisor RepresentativeCRD 7490120

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
7100 E Belleview Ave
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth