Assets Under Management
$371.2M
Number of Clients
192
Number of Advisors
4
Average Client AUM
$1.9M
AUM per Advisor
$92.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Wakefield Asset Management, LLLP (WAM) is a registered investment adviser founded in 2003 and 100% employee-owned. WAM offers investment and wealth management services to help clients achieve their financial goals. Services include discretionary and non-discretionary investment advisory, third-party investment & sub-adviser services, and wrap fee programs. WAM also provides advice about legacy positions held in client portfolios.
7887 East Belleview Ave, Suite #800, Englewood, CO, 80111