Hamsher Wealth Management, LLC
Firm details
- Headquarters
- Greenwood Village, Colorado
- CRD number
- 284018
- Website
- hamsherwealthmanagement.com
- 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
FINTRXOverview
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
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 Funds80%
- Exchange Traded Equities14%
- Cash & Cash Equivalents6%
Contacts
2 of 2
Troy Hamsher
Founder & Investment Advisor RepresentativeCRD 6442552

Logan Bradley
Investment Advisor RepresentativeCRD 7490120
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Douglass Financial Group
RIAGreenwood Village, CO
Seed Money Consulting
RIAGreenwood Village, CO
Meritor Capital
RIAGreenwood Village, CO
One Brick Planning & Consulting, LLC
RIAGreenwood Village, CO
The Cook Company, LLC
RIAGreenwood Village, CO
R. Kent Harris and Associates, Ltd.
RIAGreenwood Village, CO