Weatherstone Capital Management

Weatherstone Capital Management (CRD# 109490) is a financial advisory firm headquartered in Northglenn, CO. They manage $507,282,304 in 3,324 accounts and serve the financial needs of clients across 39 states (or territories).

By the Numbers
  • Total Assets Under Management
    507
    MILLION
  • Total Number of Accounts
    3,324
    ACCOUNTS
  • Average Account Value
    $152,612
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based 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)
  • Other
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.

AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Weatherstone Capital Management
Showing 1 - 4 of 4 top financial advisors.
1
Daniel J. Graff CFP®
CRD#: 5783545
11152 Huron Street, Suite 105, Northglenn, CO 80234
100
Wealthminder
score
Daniel Graff (CRD# 5783545) is an Investment Advisor Representative working at Weatherstone Capital Management in Northglenn, CO and has over 6 years of experience in the finance industry.
2
Linda K. Penfold
CRD#: 4196894
11152 Huron Street, Suite 105, Northglenn, CO 80234
93
Wealthminder
score

Linda Penfold (CRD# 4196894) is an Investment Advisor Representative working at Weatherstone Capital Management in Northglenn, CO and has over 10 years of experience in the finance industry.

3
Ryan S. Connolly
CRD#: 5562904
11152 Huron Street, Suite 105, Northglenn, CO 80234
89
Wealthminder
score

Ryan Connolly (CRD# 5562904) is an Investment Advisor Representative working at Weatherstone Capital Management in Northglenn, CO and has over 3 years of experience in the finance industry.

4
Michael G. Ball
CRD#: 1915309
11152 Huron St, Suite #105, Denver, CO 80234
83
Wealthminder
score

Michael Ball (CRD# 1915309) is an Investment Advisor Representative working at Weatherstone Capital Management in Denver, CO and has over 23 years of experience in the finance industry.

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