Weild & Co
Firm details
- Headquarters
- Boulder, Colorado
- CRD number
- 132398
- Registered since
- January 27, 2005
- Website
- www.weildco.com
Firm profile
FINTRXOverview
Weild & Co. operates as a limited liability company and is classified in the data as an investment bank rather than a registered investment adviser or capital allocator. The firm is organized under domestic ownership that includes an individual owner. The profile indicates the firm does not identify as an active ESG investor and is not positioned as a multi-state adviser, pension consultant, or a related adviser to another registered entity. Available entries for business activities, advisory services, fee structure, and client segments were not provided in the dataset, so public-facing positioning and client targeting cannot be detailed from the source data.
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
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 69
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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