Weild & Co

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
77
Avg account
$0

Firm details

Headquarters
Boulder, Colorado
CRD number
132398
Registered since
January 27, 2005

Firm profile

FINTRX

Overview

Weild & Co. is organized as a limited liability company and is registered with the SEC since 2005. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser, and ownership is recorded as a combination of a domestic entity and individual owners. The data indicates the firm does not function as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, not newly formed, and not a pension consultant or related adviser. FINTRX does not provide descriptions of the firm’s fee structure, client base, or specific advisory and business activities.

Assets & Accounts

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

FINTRX

Client base

Client personas

Owners & executives

3 of 9
  • Michael Geffrard

    Michael Geffrard

    President and CEOCRD 1865753

  • Peter Lusk

    Peter Lusk

    Founder & Chief Investment OfficerCRD 2760520

  • Sandra Familet

    Sandra Familet

    Partner, COOCRD 1994479

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Contacts

3 of 68
  • Amy Gussin

    Managing DirectorCRD 4670938

  • Louis Lish

    Louis Lish

    ManagerCRD 6362344

  • Rishabh Bajaj

    Rishabh Bajaj

    Investment Banking AnalystCRD 8225489

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth