DOWNING STREET WEALTH MANAGEMENT LLC
CRD #152983 SEC #801-131457 GREENWOOD VILLAGE, CO 720-360-0886
SEC Registered
Total AUM
$158.3M
Discretionary
$156.4M
Employees
2
Clients
51
Accounts
567
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MORRISON, ROBERT, WILLIAM | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MORRISON, ROBERT, WILLIAM | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (2)
CO TX
Address
6021 S. SYRACUSE WAYSUITE 312
GREENWOOD VILLAGE, CO 80111
United States
Phone: 720-360-0886