GREENWOOD VILLAGE, COCRD 331134Latest ADV April 6, 2026
Causey Wealth 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 April 6, 2026, reports $393M in regulatory assets under management, 7 employees, and 585 accounts.
Assets Under Management
$393M
Employees
7
Offices
--
Total Clients
185
Primary office
GREENWOOD VILLAGE, CO
6400 S. FIDDLERS GREEN CIRCLE, SUITE 975, GREENWOOD VILLAGE, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 51.9% of total clients.
Top client categories% of clientsClients
1
Individuals
51.9%
96
2
HNWI
48.1%
89
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$393Mas of April 6, 2026
Discretionary93.1%
$366M
93% of total RAUM93.1%
Non-discretionary6.9%
$27M
7% of total RAUM6.9%
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$393M
Total Accounts585
10Y AUM Change+$101M (+34.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee26:1
10Y Employee Change+1 (+16.7%)
* 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.