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CIMARRON WEALTH MANAGEMENT, INC.
CRD 299627File 801-116955
APPROVED
Retail clients
Filing as of May 13, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.