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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 22, 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 |
|---|---|---|---|---|
| KOCH, NATHANAEL, ADAM | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| KOCH, NATHANAEL, ADAM | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| KOCH, NATHANAEL, ADAM | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| KOCH, NATHANAEL, ADAM | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| KOCH, NATHANAEL, ADAM | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| KOCH, NATHANAEL, ADAM | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| KOCH, NATHANAEL, ADAM | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| KOCH, NATHANAEL, ADAM | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| STONE, ROBB, ANDREW | I | MEMBER & COMPLIANCE OFFICER | D | Control |
| STONE, ROBB, ANDREW | I | MEMBER & COMPLIANCE OFFICER | D | Control |
| STONE, ROBB, ANDREW | I | MEMBER & COMPLIANCE OFFICER | D | Control |
| STONE, ROBB, ANDREW | I | MEMBER & COMPLIANCE OFFICER | D | Control |
| STONE, ROBB, ANDREW | I | MEMBER & COMPLIANCE OFFICER | D | Control |
| STONE, ROBB, ANDREW | I | MEMBER & COMPLIANCE OFFICER | D | Control |
| STONE, ROBB, ANDREW | I | MEMBER & COMPLIANCE OFFICER | D | Control |
| STONE, ROBB, ANDREW | I | MEMBER & COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Jul 22, 2025 REGISTERED
Notice Filings (4)
CA CO NY TX
Address
6400 S. FIDDLERS GREEN CIRCLESUITE 975
GREENWOOD VILLAGE, CO 80111
United States
Phone: 3036729876