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DOWNING STREET WEALTH MANAGEMENT LLC

GREENWOOD VILLAGE, CO · CRD 152983 · IAPD ↗ · downing-st.com · 720-360-0886

$175.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — DOWNING STREET WEALTH MANAGEMENT LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2026 — DOWNING STREET WEALTH MANAGEMENT LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
December 2024 — DOWNING STREET WEALTH MANAGEMENT LLC (GREENWOOD VILLAGE, CO) is newly SEC-registered with $152.1M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.