A & I Wealth Management

A & I Wealth Management (CRD# 148357) is a financial advisory firm headquartered in Lone Tree, CO. They manage $412,095,862 in 1,783 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    412
    MILLION
  • Total Number of Accounts
    1,783
    ACCOUNTS
  • Average Account Value
    $231,125
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, MI, NE, TX, UT

Financial Advisors at A & I Wealth Management
Showing 1 - 8 of 8 top financial advisors.
1
Judson E. Cass
CRD#: 4366653
9605 Kingston Court, Suite 190, Lone Tree, CO 80112

Judson Cass (CRD# 4366653) is an Investment Advisor Representative working at A & I Wealth Management in Lone Tree, CO and has over 22 years of experience in the finance industry.

2
Stacey K. Frank
CRD#: 5055901
9605 Kingston Court, Suite 190, Lone Tree, CO 80112

Stacey Frank (CRD# 5055901) is an Investment Advisor Representative working at A & I Wealth Management in Lone Tree, CO and has over 15 years of experience in the finance industry.

3
Francois Giguere
CRD#: 6382162
9605 Kingston Court, Suite 190, Lone Tree, CO 80112

Francois Giguere (CRD# 6382162) is an Investment Advisor Representative working at A & I Wealth Management in Lone Tree, CO and has over 9 years of experience in the finance industry.

4
Peter F. Lengsfeld
CRD#: 2602766
9605 Kingston Court, Suite 190, Lone Tree, CO 80112

Peter Lengsfeld (CRD# 2602766) is an Investment Advisor Representative working at A & I Wealth Management in Lone Tree, CO and has over 28 years of experience in the finance industry.

5
Marla A. Mason
CRD#: 4663035
9605 Kingston Court, Suite 190, Lone Tree, CO 80112

Marla Mason (CRD# 4663035) is an Investment Advisor Representative working at A & I Wealth Management in Lone Tree, CO and has over 20 years of experience in the finance industry.

6
Julie C. Morgan
CRD#: 4442645
9605 Kingston Court, Suite 190, Lone Tree, CO 80112

Julie Morgan (CRD# 4442645) is an Investment Advisor Representative working at A & I Wealth Management in Lone Tree, CO and has over 18 years of experience in the finance industry.

7
Virginia H. Wu
CRD#: 6386780
9605 Kingston Court, Suite 190, Lone Tree, CO 80112

Virginia Wu (CRD# 6386780) is an Investment Advisor Representative working at A & I Wealth Management in Lone Tree, CO and has over 9 years of experience in the finance industry.

8
Sharon A. Gaspar
CRD#: 5594828
9605 Kingston Court, Suite 190, Lone Tree, CO 80112

Sharon Gaspar (CRD# 5594828) is an Investment Advisor Representative working at A & I Wealth Management in Lone Tree, CO and has over 3 years of experience in the finance industry.

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