Seaque Wealth Management Inc

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Denver, Colorado
CRD number
164220
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Seaque Wealth Management Inc. is a Colorado-incorporated, individually owned advisory corporation that focuses on fee-for-service financial planning and client education rather than asset-based portfolio management. The firm lists its primary activities as financial planning services and running educational seminars and workshops. Its billing model centers on hourly charges and fixed fees, which suggests engagements are project- or advice-oriented rather than ongoing discretionary management. Regulatory and operational characteristics in the firm record indicate it is state-registered in Colorado, is not structured as a capital allocator, does not identify as an ESG investor, and is not positioned as a pension consultant or related adviser. The adviser is also recorded as not multi-state and not newly formed, implying a focus on a single-state practice and an established operating history.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Caryn Quinkert

    Caryn Quinkert

    OwnerCRD 6071194

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
2553 S Colorado Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth