7258 WEALTH MANAGEMENT, INC.
CRD #297110 SEC #801-113345 DENVER, CO 720-492-1381
SEC Registered
Total AUM
$154.5M
Discretionary
$154.5M
Employees
2
Clients
0
Accounts
145
Firm Details
- Organization Type
- Corporation
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 14, 2018
- 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 |
|---|---|---|---|---|
| FRASER, STEVEN, PHILIP | I | SHAREHOLDER | NA | |
| Fraser, Steven, P | I | SHAREHOLDER | NA | |
| Jennings, William, Warren | I | SHAREHOLDER | NA | |
| Jennings, William, Warren | I | SHAREHOLDER | NA | |
| Jennings, William, Warren | I | SHAREHOLDER | NA | |
| HOLT, ERIC, SCOTT | I | PRESIDENT, CCO | E | Control |
| HOLT, ERIC, SCOTT | I | PRESIDENT, CCO | E | Control |
| HOLT, ERIC, SCOTT | I | PRESIDENT, CCO | E | Control |
| TRAINER, STEPHEN, F | I | SHAREHOLDER | B | |
| TRAINER, STEPHEN, F | I | SHAREHOLDER | B | |
| TRAINER, STEPHEN, FRANCIS | I | SHAREHOLDER | B |
Registrations
Federal
IA
Sep 14, 2018 REGISTERED
Notice Filings (3)
CO NE TX
Address
730 17TH STREETSUITE 107
DENVER, CO 80202
United States
Phone: 720-492-1381