Weild & Co
Firm details
- Headquarters
- Boulder, Colorado
- CRD number
- 132398
- Registered since
- January 27, 2005
- Website
- www.weildco.com
Firm profile
FINTRXOverview
Weild & Co. is organized as a limited liability company and has been SEC-registered since 2005. The firm is classified in the source data as an investment bank rather than a capital allocator or discretionary asset manager. Ownership is listed as a combination of a domestic entity and individual owners. The dataset indicates the firm does not identify as an active ESG investor and is not flagged as a multi-state adviser, pension consultant, or related adviser. The limited information in the profile points to a firm focused on advisory and investment‑banking activities rather than traditional registered investment advisor operations that manage client portfolios. Several advisory‑related fields in the source (client base, fee structure, business/advisory activities) were not populated, so public-facing investment management details are minimal.
Assets & Accounts
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
Owners & executives
3 of 9
Michael Geffrard
President and CEOCRD 1865753

Peter Lusk
Founder & Chief Investment OfficerCRD 2760520

Sandra Familet
Partner, COOCRD 1994479
Contacts
3 of 68Amy Gussin
Managing DirectorCRD 4670938

Louis Lish
ManagerCRD 6362344

Rishabh Bajaj
Investment Banking AnalystCRD 8225489
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boulder, CO
Boulder
Location
Boulder, CO
Headquartered in Boulder, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Boulder
- Address
- 777 29th St
- Time zone
- MT (UTC-7)
- Office locations
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