7258 WEALTH MANAGEMENT, INC.

DENVER, Colorado·1 registered advisor·CRD# 297110
SEC# 801-1133450720-492-1381
01

Firm Overview

AUM
$155M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at 7258 WEALTH MANAGEMENT, INC.

1 registered advisor
Stephen Francis Trainer
DENVER, Colorado
05

Office Locations

DENVER, Colorado
1 advisor

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Data sourced from SEC Form ADV filings. 7258 WEALTH MANAGEMENT, INC. (CRD# 297110) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.