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 that operates in the investment-banking space. The firm has been SEC-registered since 2005 and is owned by a combination of a domestic entity and an individual. FINTRX records classify Weild & Co. as an investment bank rather than an asset manager: the firm is not a capital allocator and does not identify as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser.
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
Peter Lusk
Founder & Chief Investment OfficerCRD 2760520
Robert Schachter
Founder & CEOCRD 1312477
David Weild
Chief Executive OfficerCRD 1336395
Contacts
3 of 68
Robert Goodmanson
Head of OriginationsCRD 726865
Joseph Pastore
Investment BankerCRD 1867225
Michael Klena
FounderCRD 2145123
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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