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Firm profile

Downing Street Wealth Management LLC

GREENWOOD VILLAGE, COCRD 152983Latest ADV March 31, 2026

Downing Street Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenwood Village, CO. Its latest Form ADV filing, dated March 31, 2026, reports $176M in regulatory assets under management, 2 employees, 1 office, and 594 accounts.

Assets Under Management
$176M
Employees
2
Offices
1 office
Total Clients
150
Primary office
GREENWOOD VILLAGE, CO
6021 S. SYRACUSE WAY, SUITE 312, GREENWOOD VILLAGE, CO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCORobert W. Morrison

Advisory services offered

4 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 62.0% of total clients.
Top client categories% of clientsClients
1
Individuals
62.0%
93
2
HNWI
38.0%
57
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$176Mas of March 31, 2026
Discretionary88.6%
$156M
89% of total RAUM88.6%
Non-discretionary11.4%
$20M
11% of total RAUM11.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$176M
Total Accounts594
10Y AUM Change+$24M (+15.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee75:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.