Tier One Wealth Management

Tier One Wealth Management (CRD# 322893) is a financial advisory firm headquartered in Lone Tree, CO. They manage $92,574,206 in 353 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
9380 Station Street, Suite 535, Lone Tree, CO 80124
https://www.tieronewm.com
By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    353
    ACCOUNTS
  • Average Account Value
    $262,250
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, NE, TX

Financial Advisors at Tier One Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Gregory Dexter, financial advisor Lone Tree CO
Gregory A. Dexter
CRD#: 1467645
9380 Station Street, Suite 535, Lone Tree, CO 80124

Gregory Dexter (CRD# 1467645) is an Investment Advisor Representative working at Tier One Wealth Management in Lone Tree, CO and has over 11 years of experience in the finance industry.

2
Garret Jett, financial advisor Lone Tree CO
Garret T. Jett
CRD#: 2908427
9380 Station Street, Suite 535, Lone Tree, CO 80124

Garret Jett (CRD# 2908427) is an Investment Advisor Representative working at Tier One Wealth Management in Lone Tree, CO and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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