Wambolt & Associates, LLC

Wambolt & Associates, LLC (CRD# 153454) is a financial advisory firm headquartered in Littleton, CO. They manage $564,700,957 in 1,849 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    565
    MILLION
  • Total Number of Accounts
    1,849
    ACCOUNTS
  • Average Account Value
    $305,409
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • 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, IL, KS, NE, NH, OK, TX, WA

Financial Advisors at Wambolt & Associates, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Cynthia D. Alvarez
CRD#: 6082323
13976 W. Bowles Avenue, Ste. 200, Littleton, CO 80127

Cynthia Alvarez (CRD# 6082323) is an Investment Advisor Representative working at Wambolt & Associates, LLC in Littleton, CO and has over 11 years of experience in the finance industry.

2
Shaun M. Cavanagh
CRD#: 6539476
13976 W. Bowles Avenue, Ste. 200, Littleton, CO 80127

Shaun Cavanagh (CRD# 6539476) is an Investment Advisor Representative working at Wambolt & Associates, LLC in Littleton, CO and has over 8 years of experience in the finance industry.

3
Janelle R. Van Meel
CRD#: 3168910
13976 W. Bowles Avenue, Ste. 200, Littleton, CO 80127

Janelle Van Meel (CRD# 3168910) is an Investment Advisor Representative working at Wambolt & Associates, LLC in Littleton, CO and has over 10 years of experience in the finance industry.

4
Gregory A. Wambolt
CRD#: 1661222
13976 W. Bowles Avenue, Ste. 200, Littleton, CO 80127

Gregory Wambolt (CRD# 1661222) is an Investment Advisor Representative working at Wambolt & Associates, LLC in Littleton, CO and has over 28 years of experience in the finance industry.

5
Scott K. Brooks
CRD#: 7227609
13976 W. Bowles Avenue, Ste. 200, Littleton, CO 80127

Scott Brooks (CRD# 7227609) is an Investment Advisor Representative working at Wambolt & Associates, LLC in Littleton, CO and has over 2 years of experience in the finance industry.

6
Kurt T. Gallup
CRD#: 7781720
13976 W. Bowles Avenue, Ste. 200, Littleton, CO 80127

Kurt Gallup (CRD# 7781720) is an Investment Advisor Representative working at Wambolt & Associates, LLC in Littleton, CO and has 1 year of experience in the finance industry.

7
Tyler J. Hentges
CRD#: 6780869
13976 W. Bowles Avenue, Ste. 200, Littleton, CO 80127

Tyler Hentges (CRD# 6780869) is an Investment Advisor Representative working at Wambolt & Associates, LLC in Littleton, CO and has over 6 years of experience in the finance industry.

8
William Michener
CRD#: 7119343
13976 W. Bowles Avenue, Ste. 200, Littleton, CO 80127

William Michener (CRD# 7119343) is an Investment Advisor Representative working at Wambolt & Associates, LLC in Littleton, CO and has 1 year of experience in the finance industry.

9
Eleni Yeros
CRD#: 7155492
13976 W. Bowles Avenue, Ste. 200, Littleton, CO 80127

Eleni Yeros (CRD# 7155492) is an Investment Advisor Representative working at Wambolt & Associates, LLC in Littleton, CO and has over 4 years of experience in the finance industry.

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