Wakefield Asset Management, Lllp

Wakefield Asset Management, Lllp (CRD# 143720) is a financial advisory firm headquartered in Englewood, CO. They manage $518,464,174 in 538 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    518
    MILLION
  • Total Number of Accounts
    538
    ACCOUNTS
  • Average Account Value
    $963,688
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, IL, PA, TX, UT

Financial Advisors at Wakefield Asset Management, Lllp
Showing 1 - 4 of 4 top financial advisors.
1
Gregory J. Brittain
CRD#: 6438047
7887 East Belleview Ave, Suite #800, Englewood, CO 80111
94
Wealthminder
score

Gregory Brittain (CRD# 6438047) is an Investment Advisor Representative working at Wakefield Asset Management, Lllp in Englewood, CO and has over 2 years of experience in the finance industry.

2
Geoffrey T. Gervasini
CRD#: 2443483
7887 East Belleview Ave, Suite #800, Englewood, CO 80111
93
Wealthminder
score

Geoffrey Gervasini (CRD# 2443483) is an Investment Advisor Representative working at Wakefield Asset Management, Lllp in Englewood, CO and has over 24 years of experience in the finance industry.

3
Thomas A. Moody
CRD#: 4005259
7887 East Belleview Ave, Suite #800, Englewood, CO 80111
93
Wealthminder
score

Thomas Moody (CRD# 4005259) is an Investment Advisor Representative working at Wakefield Asset Management, Lllp in Englewood, CO and has over 18 years of experience in the finance industry.

4
Donald B. Wiesley
CRD#: 2862806
7887 East Belleview Ave, Suite #800, Englewood, CO 80111
93
Wealthminder
score

Donald Wiesley (CRD# 2862806) is an Investment Advisor Representative working at Wakefield Asset Management, Lllp in Englewood, CO and has over 20 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.