Unclaimed Profile

Eric Veve

EPIQWEST CULVER WEALTH ADVISORS LLC·BROOMFIELD, Colorado

SIE, Series 6, Series 7, Series 66Clean record16 years registeredEPIQWEST CULVER WEALTH ADVISORS LLC

370 INTERLOCKEN BLVD.,, BROOMFIELD, CO 80021CRD# 5725249Firm CRD# 308980

Profile Verification

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

Identity

Eric Veve · BROOMFIELD, CO

Registration

CRD #5725249 · EPIQWEST CULVER WEALTH ADVISORS LLC · 16 years registered

Brand Profile

Not yet started

Career History

COHESION WEALTH MANAGEMENT, LLC

Jun 2020 – present

EPIQWEST INVESTMENT CORPORATION

Oct 2012 – Dec 2020

BROOMFIELD, CO

STRATEGIC ADVISERS, INC.

Sep 2010 – Jul 2012

BROOMFIELD, CO

METLIFE SECURITIES INC.

May 2010 – Aug 2010

GREENWOOD VILLAGE, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 66

Registration record

First registered · May 5, 2010

Years registered · 16

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 Eric Veve offer?

Eric Veve specializes in Financial Planning, Investment Management. Contact their office in BROOMFIELD, Colorado for a consultation.

What are Eric Veve's credentials?

Eric Veve is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Veve located?

Eric Veve 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 Eric Veve charge for services?

Eric Veve'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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