Firm profile

Cimarron Wealth Management, Inc..

MONTROSE, COCRD 299627Registration Status: ApprovedEffective since July 11, 2019SEC # 801-116955Latest ADV May 13, 2026

Cimarron Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Montrose, CO. Its latest Form ADV filing, dated May 13, 2026, reports $327M in regulatory assets under management, 14 employees, 5 offices, and 574 accounts.

Assets Under Management
$327M
Employees
14
Offices
5 offices
Total Clients
572

Associated firm names

3 names listed
  • CIMARRON WEALTH MANAGEMENT, INC.
  • COLORADO WEST WEALTH MANAGEMENT, LLC
  • COLORADO WEST INVESTMENTS, INC.

Leadership

1 roles identified
CCOAshley N. Dejulio

Advisory services offered

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

Fee models offered

2 types reported
Asset based fees
Fixed fees

Offices & Contact

Primary office

MONTROSE, Colorado, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Colorado

MONTROSEPrimary office · GUNNISON · RIFLE

Washington

TUMWATER

4 office records listed · 5 total offices reported. 1 additional office addresses are undisclosed and are not mapped. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links
Phone970-249-9882
WebsiteNot found
LinkedInNot found

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$327Mas of May 13, 2026
Discretionary94.0%
$308M
94% of total RAUM94.0%
Non-discretionary6.0%
$20M
6% of total RAUM6.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

Top client segmentIndividuals represent 83.6% of total clients.
Top client categories% of clientsClients
1
Individuals
83.6%
478
2
HNWI
12.9%
74
3
Pension Plans
1.7%
10
4
Corporations
1.7%
10
Categories with <5 clients
Charitable Organizations<5 clients

Assets under management Growth by Quarter

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

Total AUM$327M
Total Accounts574
10Y AUM Change+$327M

Private Funds

Private funds reported by Cimarron Wealth Management, Inc..

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Employee Growth by Quarter

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

Total Employees14
Clients per Employee41:1
10Y Employee Change+3 (+27.3%)

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.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
KEVIN SCOTT SANDERFORDDirect owner · Schedule AInterest in CIMARRON WEALTH MANAGEMENT, INC.
50% to < 75%
BETTY JO TOMLINSONDirect owner · Schedule AInterest in CIMARRON WEALTH MANAGEMENT, INC.
10% to < 25%
MICHAEL JONATHAN MURPHYDirect owner · Schedule AInterest in CIMARRON WEALTH MANAGEMENT, INC.
5% to < 10%
ASHLEY NOELLE DEJULIODirect owner · Schedule AInterest in CIMARRON WEALTH MANAGEMENT, INC.
5% to < 10%
Lincoln Whitney AndersonDirect owner · Schedule AInterest in CIMARRON WEALTH MANAGEMENT, INC.
5% to < 10%
Kyle Anthony KyburzDirect owner · Schedule AInterest in CIMARRON WEALTH MANAGEMENT, INC.
5% to < 10%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Cimarron Wealth Management, Inc...

No indirect ownership information reported in the source’s Schedule B.

Reported ownership and control details

Form ADV · Filing date 2026-05-13 · Schedules A and B

6 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1KEVIN SCOTT SANDERFORDPRESIDENTIndividualCIMARRON WEALTH MANAGEMENT, INC.50% to less than 75%Code DYesPRESIDENT06/2019Schedule APDF page 21
2BETTY JO TOMLINSONVICE PRESIDENTIndividualCIMARRON WEALTH MANAGEMENT, INC.10% to less than 25%Code BYesVICE PRESIDENT06/2019Schedule APDF page 21
3MICHAEL JONATHAN MURPHYINVESTMENT ADVISER REPRESENTATIVEIndividualCIMARRON WEALTH MANAGEMENT, INC.5% to less than 10%Code ANoINVESTMENT ADVISER REPRESENTATIVE01/2020Schedule APDF page 21
4ASHLEY NOELLE DEJULIOCHIEF COMPLIANCE OFFICERIndividualCIMARRON WEALTH MANAGEMENT, INC.5% to less than 10%Code ANoCHIEF COMPLIANCE OFFICER08/2020Schedule APDF page 21
5Lincoln Whitney AndersonINVESTMENT ADVISER REPRESENTATIVEIndividualCIMARRON WEALTH MANAGEMENT, INC.5% to less than 10%Code ANoINVESTMENT ADVISER REPRESENTATIVE09/2020Schedule APDF page 21
6Kyle Anthony KyburzINVESTMENT ADVISER REPRESENTATIVEIndividualCIMARRON WEALTH MANAGEMENT, INC.5% to less than 10%Code ANoINVESTMENT ADVISER REPRESENTATIVE04/2020Schedule APDF page 21

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 5/13/2026 5:47:01 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.