CAUSEY WEALTH LLC
SEC Form ADV profile.
Total regulatory AUM
$393,201,010
Discretionary
$365,974,929
Non-discretionary
$27,226,081
Firm details
- CRD number
- 331134
- SEC file number
- 801-130443
- Main office
- GREENWOOD VILLAGE, CO, United States
- Employees
- 7
- SEC status
- Approved
- Website
- https://www.causeywealth.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.