Unclaimed Profile

Trent David Culver

EPIQWEST CULVER WEALTH ADVISORS LLC·BROOMFIELD, Colorado

SIE, Series 6, Series 7, Series 24, Series 66ChFCClean record26 years registeredEPIQWEST CULVER WEALTH ADVISORS LLC

370 INTERLOCKEN BLVD.,, BROOMFIELD, CO 80021CRD# 2403717Firm CRD# 308980

Profile Verification

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

Identity

Trent David Culver · BROOMFIELD, CO

Registration

CRD #2403717 · 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

MCL FINANCIAL GROUP, INC.

Sep 2009 – Jun 2011

LAFAYETTE, CO

EPIQWEST INVESTMENT CORPORATION

Mar 2008 – Dec 2020

Broomfield, CO

EPIQWEST FINANCIAL COPORATION

Jan 2005 – Dec 2010

ERIE, CO

CULVER INVESTMENT COMPANY, LLC

Jan 2003 – Feb 2005

BROOMFIELD, CO

CULVER AND COMPANY, INC.

Aug 2002 – Dec 2002

BOULDER, CO

CULVER AND COMPANY, INC.

Jul 2000 – Feb 2005

BROOMFIELD, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 66

Registration record

First registered · July 27, 2000

Years registered · 26

Professional designation · ChFC

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 Trent David Culver offer?

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

What are Trent David Culver's credentials?

Trent David Culver holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Trent David Culver located?

Trent David 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 Trent David Culver charge for services?

Trent David 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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