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CAUSEY WEALTH LLC
CRD 331134File 801-130443
APPROVED
Retail clients
Custody
Filing as of Apr 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$393.2M
Below cohort median (national)
Discretionary AUM
$366.0M
Non-discretionary $27.2M
Clients
185
585 accounts
Employees
7
Above cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jun 12, 2024
- Principal office
- 6400 S. FIDDLERS GREEN CIRCLE, SUITE 975, GREENWOOD VILLAGE, CO, 80111
- Phone
- 3036729876
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $393.2M
- Discretionary AUM
- $366.0M
- Non-discretionary AUM
- $27.2M
- Discretionary accounts
- 517
- Non-discretionary accounts
- 68
- Total accounts
- 585
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 89 | $365.1M |
| Individuals (other than high net worth individuals) | 96 | $28.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- 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.