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CAUSEY WEALTH LLC

GREENWOOD VILLAGE, CO · CRD 331134 · IAPD ↗ · causeywealth.com · 3036729876

$393.2MRegulatory AUM
7Advisory reps
7Employees
1Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

98
July 2024 — CAUSEY WEALTH LLC (location n/a) is newly SEC-registered with $292.5M RAUM and 6 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.