WAKEFIELD WEALTH MANAGEMENT, LLLP
CRD #173997 SEC #801-80693 ENGLEWOOD, CO 303-771-0630
SEC Registered
Total AUM
$388.3M
Discretionary
$308.6M
Employees
9
Clients
101
Accounts
619
Firm Details
- Organization Type
- Other (specify) (LIMITED LIABILITY LIMITED PARTNERSHIP)
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 2, 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 |
|---|---|---|---|---|
| MANCINI, JENNIFER, C. | I | CHIEF COMPLIANCE OFFICER | NA | |
| MANCINI, JENNIFER, C. | I | CHIEF COMPLIANCE OFFICER | NA | |
| MANCINI, JENNIFER, C. | I | CHIEF COMPLIANCE OFFICER | NA | |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| YAEGER, JENNIFER, C. | I | CHIEF COMPLIANCE OFFICER | NA | |
| YAEGER, JENNIFER, C. | I | CHIEF COMPLIANCE OFFICER | NA | |
| YAEGER, JENNIFER, C. | I | CHIEF COMPLIANCE OFFICER | NA | |
| YAEGER, JENNIFER, C. | I | CHIEF COMPLIANCE OFFICER | NA | |
| YAEGER, JENNIFER, C. | I | CHIEF COMPLIANCE OFFICER | NA | |
| YAEGER, JENNIFER, C. | I | CHIEF COMPLIANCE OFFICER | NA | |
| YAEGER, JENNIFER, C. | I | CHIEF COMPLIANCE OFFICER | NA | |
| GERVASINI, GEOFFREY, TODD | I | LIMITED PARTNER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | MANAGING PARTNER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | LIMITED PARTNER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | LIMITED PARTNER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | LIMITED PARTNER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | LIMITED PARTNER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | LIMITED PARTNER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | LIMITED PARTNER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | LIMITED PARTNER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | LIMITED PARTNER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | LIMITED PARTNER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | LIMITED PARTNER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | LIMITED PARTNER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | LIMITED PARTNER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | LIMITED PARTNER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | LIMITED PARTNER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | LIMITED PARTNER | E | Control |
| BRITTAIN, GREGORY, J | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | |
| BRITTAIN, GREGORY, J | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | |
| BRITTAIN, GREGORY, J | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | |
| BRITTAIN, GREGORY, J | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | |
| BRITTAIN, GREGORY, J | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | |
| BRITTAIN, GREGORY, J | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | |
| BRITTAIN, GREGORY, J | I | PARTNER, CHIEF COMPLIANCE OFFICER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
Registrations
Federal
IA
Apr 2, 2025 REGISTERED
Notice Filings (9)
AZ CA CO FL IL LA NE TX VA
Address
7887 E. BELLEVIEW AVE, SUITE 800ENGLEWOOD, CO 80111
United States
Phone: 303-771-0630