Unclaimed Profile

Mark Patrick Culver

EPIQWEST CULVER WEALTH ADVISORS LLC·BROOMFIELD, Colorado

Series 7, Series 24, Series 63, Series 6526 years registeredEPIQWEST CULVER WEALTH ADVISORS LLC

370 INTERLOCKEN BLVD.,, BROOMFIELD, CO 80021CRD# 1844054Firm CRD# 308980

Profile Verification

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

Identity

Mark Patrick Culver · BROOMFIELD, CO

Registration

CRD #1844054 · EPIQWEST CULVER WEALTH ADVISORS LLC · 26 years registered

Brand Profile

Not yet started

Career History

CONCURRENT INVESTMENT ADVISORS, LLC

Oct 2025 – present

EPIQWEST CULVER WEALTH ADVISORS LLC

Jun 2020 – Oct 2025

BROOMFIELD, CO

CULVER AND COMPANY, INC.

Aug 2002 – Dec 2002

BOULDER, CO

CULVER AND COMPANY, INC.

Jul 2000 – Dec 2005

BROOMFIELD, CO

CULVER INVESTMENT COMPANY, LLC

Jul 2000 – Dec 2020

BROOMFIELD, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · July 25, 2000

Years registered · 26

Disclosure History

2015Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Mark Patrick Culver offer?

Mark Patrick Culver specializes in Financial Planning, Investment Management. Contact their office in BROOMFIELD, Colorado for a consultation.

What are Mark Patrick Culver's credentials?

Mark Patrick Culver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Patrick Culver located?

Mark Patrick Culver 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 Mark Patrick Culver charge for services?

Mark Patrick Culver'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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