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7258 WEALTH MANAGEMENT, INC.
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7258 WEALTH MANAGEMENT, INC.
(CRD# 297110)
is an SEC-Registered Investment Advisor (RIA), headquartered in
Denver, CO.
The SEC approved the firm to operate as an RIA in
Jun 2018.
In
Sep 2018,
the firm reported total Regulatory Assets Under Management (RAUM) of
$154.5 Million,
and has discretion over
100%
of those assets.
Pooled investment vehicles (Private Funds) account for
0%
of RAUM.
Non-US investors represent
0%
.
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7258 WEALTH MANAGEMENT, INC.
also reported in
Sep 2018:
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2
employees,
all of whom perform advisory functions.
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No registrations with foreign financial regulatory authorities.
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NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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7258 WEALTH MANAGEMENT, INC. has no disclosure events reported to the SEC at this time.
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7258 WEALTH MANAGEMENT, INC. has Notice Filings with the following State Securities Authorities:
CO-Jun 2018, NE-Jun 2018, TX-Jun 2018
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The information presented above was gleaned from the SEC
website and is believed to be accurate.
FindingFraud.org is presenting this data for
informational purposes only and assumes no
responsibility for errors or omissions. Please
note that we are aware of many instances where RIAs
provided erroneous data to the SEC. Feel Free to
contact FindingFraud.org with questions or concerns.
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