Leyder Murillo is a CFP-designated registered investment advisor at Wolfpack Wealth Management, based in Denver, CO, with 8 years of industry experience. Leyder operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 8 more. Their firm serves 18 clients with $640K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.85% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.45% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
Fees are negotiable, prorated, and paid in arrears on a quarterly basis based on the average daily balance of the account. Firm also offers flat-fee wealth management ranging from $4,800 to $42,000 annually.
Fee Estimator
Contact
Leyder Murillo
Location
Denver, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Leyder is the managing member of Five M Holdings, LLC, a holding company of rental properties and small businesses, dedicating minimal time to analyzing financial data and accounting. Leyder also works as an independent notary public in Colorado, spending a few hours per week notarizing documents and performing field inspections.
Employment History
Current Registrations
Wolfpack Wealth Management
Previous Registrations
Northwestern Mutual Investment Services,llc
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Meet Leyder “Aiden” Murillo, CFP® – Your Friendly Neighborhood Wealth Management Advisor
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