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CIMARRON WEALTH MANAGEMENT, INC.

MONTROSE, CO · CRD 299627 · IAPD ↗ · wealthwithapurpose.com · 970-249-9882

$327.3MRegulatory AUM
7Advisory reps
14Employees
0Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
June 2026 — CIMARRON WEALTH MANAGEMENT, INC. added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
March 2026 — CIMARRON WEALTH MANAGEMENT, INC. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
66
March 2026 — CIMARRON WEALTH MANAGEMENT, INC. reported RAUM up 42% ($230.5M -> $327.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
August 2025 — CIMARRON WEALTH MANAGEMENT, INC. notice-filed in ID, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2025 — CIMARRON WEALTH MANAGEMENT, INC. added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
April 2025 — CIMARRON WEALTH MANAGEMENT, INC. notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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