Assets Under Management
$388.3M
Number of Clients
151
Number of Advisors
3
Average Client AUM
$2.6M
AUM per Advisor
$129.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Wakefield Wealth Management helps clients build, manage, and preserve their wealth through investment management and financial consulting services. They manage accounts on a discretionary and non-discretionary basis, allocating assets among various securities. They also offer advice on estate planning, real estate, and retirement planning.
7887 E. Belleview Ave, Suite 800, Englewood, CO, 80111