Wakefield Wealth Management, Lllp is an SEC registered investment adviser with a primary office location in Englewood, CO. Its latest Form ADV filing, dated March 30, 2026, reports $513M in regulatory assets under management, 10 employees, and 625 accounts.
Assets Under Management
$513M
Employees
10
Offices
--
Total Clients
157
Primary office
ENGLEWOOD, CO
7887 E. BELLEVIEW AVE, SUITE 800, ENGLEWOOD, CO, United States
Top client segmentHNWI represent 49.0% of total clients.
Top client categories% of clientsClients
1
HNWI
49.0%
77
2
Individuals
44.6%
70
3
Corporations
4.5%
7
4
Pension Plans
1.3%
2
5
Charitable
0.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$513Mas of March 30, 2026
Discretionary76.7%
$393M
77% of total RAUM76.7%
Non-discretionary23.3%
$120M
23% of total RAUM23.3%
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$513M
Total Accounts625
10Y AUM Change+$293M (+133.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee16:1
10Y Employee Change+3 (+42.9%)
* 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.