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CULTIVATE WEALTH PARTNERS

BROOMFIELD, CO · CRD 340314 · IAPD ↗ · cultivatewealthpartners.com · (720) 961-2805

$125.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
September 2026 — CULTIVATE WEALTH PARTNERS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
May 2026 — CULTIVATE WEALTH PARTNERS (BROOMFIELD, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 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.