WAKEFIELD WEALTH MANAGEMENT, LLLP

ENGLEWOOD, Colorado·2 registered advisors·CRD# 173997

SEC# 801-806930303-771-0630

01

Firm Overview

AUM

$369M

Regulatory assets under management

Employees

10

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at WAKEFIELD WEALTH MANAGEMENT, LLLP

2 registered advisors

Geoffrey Todd Gervasini

ENGLEWOOD, Colorado

Gregory J Brittain

ENGLEWOOD, Colorado

05

Office Locations

ENGLEWOOD, Colorado

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Data sourced from SEC Form ADV filings. WAKEFIELD WEALTH MANAGEMENT, LLLP (CRD# 173997) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.