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
- HNWI53.1%
- Individuals46.9%
- 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 an LLC that focuses on individual and family clients. The firm offers comprehensive financial planning and portfolio management for individuals and small businesses, and it also provides pension consulting and selection-of-other-advisers services. Its fee arrangements are multi‑tiered and include percentage-of-AUM billing as well as hourly and fixed fees. The firm functions as a capital allocator, which indicates it places client assets with outside managers or funds as part of its implementation. Hamsher is not identified as an active ESG investor and is structured to serve a domestic client base.
Assets & Accounts
Public Holdings
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 2TROY 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
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