Unclaimed Profile

Bryan Joseph Sullivan

EPIQWEST CULVER WEALTH ADVISORS LLC·BROOMFIELD, Colorado

SIE, Series 7, Series 66CFPClean record19 years registeredEPIQWEST CULVER WEALTH ADVISORS LLC

370 INTERLOCKEN BLVD.,, BROOMFIELD, CO 80021CRD# 5243267Firm CRD# 308980

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bryan Joseph Sullivan · BROOMFIELD, CO

Registration

CRD #5243267 · EPIQWEST CULVER WEALTH ADVISORS LLC · 19 years registered

Brand Profile

Not yet started

Career History

COHESION WEALTH MANAGEMENT, LLC

Jun 2020 – present

EPIQWEST INVESTMENT CORPORATION

Mar 2008 – Dec 2020

BROOMFIELD, CO

EPIQWEST FINANCIAL COPORATION

May 2007 – Dec 2010

ERIE, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 14, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EPIQWEST CULVER WEALTH ADVISORS LLC

CRD 308980 · SEC 801-118720

AUM

$217M

Regulatory assets under management

Employees

565 client accounts

Services offered by EPIQWEST CULVER WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EPIQWEST CULVER WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Bryan Joseph Sullivan offer?

Bryan Joseph Sullivan specializes in Financial Planning, Investment Management. Contact their office in BROOMFIELD, Colorado for a consultation.

What are Bryan Joseph Sullivan's credentials?

Bryan Joseph Sullivan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Bryan Joseph Sullivan located?

Bryan Joseph Sullivan is based in BROOMFIELD, Colorado, working with EPIQWEST CULVER WEALTH ADVISORS LLC. Their office serves clients in the BROOMFIELD metropolitan area and surrounding communities.

How does Bryan Joseph Sullivan charge for services?

Bryan Joseph Sullivan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EPIQWEST CULVER WEALTH ADVISORS LLC?

EPIQWEST CULVER WEALTH ADVISORS LLC has approximately 13 employees and manages $217M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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