← Tributary

WAKEFIELD WEALTH MANAGEMENT, LLLP

ENGLEWOOD, CO · CRD 173997 · IAPD ↗ · wakefieldwealth.com · 303-771-0630

$512.9MRegulatory AUM
2Advisory reps
10Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — WAKEFIELD WEALTH MANAGEMENT, LLLP crossed $500M in regulatory AUM ($388.3M -> $512.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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