CAUSEY WEALTH LLC
CRD #331134 SEC #801-130443 GREENWOOD VILLAGE, CO 3036729876
SEC Registered
Total AUM
$332.3M
Discretionary
$314.5M
Employees
6
Clients
51
Accounts
486
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $332.3M | $314.5M | $17.8M | 6 | 0 |
| Apr 2025 | $332.3M | $314.5M | $17.8M | 6 | 0 |
| Mar 2025 | $332.3M | $314.5M | $17.8M | 6 | 0 |
| Jan 2025 | $292.5M | $275.2M | $17.3M | 6 | 0 |
| Jun 2024 | $292.5M | $275.2M | $17.3M | 6 | 0 |
| Jun 2024 | $292.5M | $275.2M | $17.3M | 6 | 0 |
| May 2024 | $292.5M | $275.2M | $17.3M | 6 | 0 |
DateJul 2025
Total AUM$332.3M
Discretionary$314.5M
Non-Disc.$17.8M
Employees6
Clients0
DateApr 2025
Total AUM$332.3M
Discretionary$314.5M
Non-Disc.$17.8M
Employees6
Clients0
DateMar 2025
Total AUM$332.3M
Discretionary$314.5M
Non-Disc.$17.8M
Employees6
Clients0
DateJan 2025
Total AUM$292.5M
Discretionary$275.2M
Non-Disc.$17.3M
Employees6
Clients0
DateJun 2024
Total AUM$292.5M
Discretionary$275.2M
Non-Disc.$17.3M
Employees6
Clients0
DateJun 2024
Total AUM$292.5M
Discretionary$275.2M
Non-Disc.$17.3M
Employees6
Clients0
DateMay 2024
Total AUM$292.5M
Discretionary$275.2M
Non-Disc.$17.3M
Employees6
Clients0