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CIMARRON WEALTH MANAGEMENT, INC.
CRD 299627File 801-116955
APPROVED
Retail clients
Filing as of May 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$327.3M
Below cohort median (national)
Discretionary AUM
$307.5M
Non-discretionary $19.8M
Clients
572
574 accounts
Employees
14
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jul 11, 2019
- Principal office
- 1701 NIAGARA RD, MONTROSE, CO, 81401
- Phone
- 970-249-9882
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $327.3M
- Discretionary AUM
- $307.5M
- Non-discretionary AUM
- $19.8M
- Discretionary accounts
- 564
- Non-discretionary accounts
- 10
- Total accounts
- 574
- AUM per client
- $572K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $1.6M |
| Charitable organizations | Fewer than 5 | $2.1M |
| High net worth individuals | 74 | $169.6M |
| Pension and profit sharing plans | 10 | $19.8M |
| Individuals (other than high net worth individuals) | 478 | $134.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Employees | 13 | 14 | increased by1 |
| Mar 1, 2026 | Employees | 12 | 13 | increased by1 |
| Mar 1, 2026 | Clients | 461 | 572 | increased by111 |
| Mar 1, 2026 | AUM | $230,486,824 | $327,341,067 | increased by$96,854,243 |
| Mar 1, 2026 | Accounts | 462 | 574 | increased by112 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 436 | 461 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $187,871,835 | $230,486,824 | increased by$42,614,989 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 863 | 462 | decreased by401 |
| Aug 1, 2022 | Employees | 11 | 12 | increased by1 |
| Apr 1, 2022 | Clients | 365 | 436 | increased by71 |
| Apr 1, 2022 | AUM | $137,536,921 | $187,871,835 | increased by$50,334,914 |
| Apr 1, 2022 | Accounts | 725 | 863 | increased by138 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CIMARRON WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CIMARRON WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.