EPIQWEST CULVER WEALTH ADVISORS LLC
Adviser information for EPIQWEST CULVER WEALTH ADVISORS LLC last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Colorado, United States |
Employees
| Total Number of Employees | 13 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 7 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 478 | $172.5M |
| Non-Discretionary | 87 | $44.4M |
| Total | 565 | $217.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 122 | $29.6M |
| HNW Individuals | 102 | $115.0M |
| Banking or thrift institutions | <5 | $102,372 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 28 | $46.5M |
| Charitable organizations | <5 | $1.4M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 17 | $24.4M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-118720 |
|---|---|
| SEC ERA File Number | 801-118720 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 308980 |
| Legal Entity Identifier | None |
Principal Office
370 INTERLOCKEN BLVD.,SUITE 290
BROOMFIELD
CO
United States
Monday - Friday, 8:30AM-4:30PM
Tel: 303-442-3670, Fax: 303-442-1749
Chief Compliance Officer
MARK CULVER
MEMBER
370 INTERLOCKEN BLVD.,
SUITE 290
BROOMFIELD
CO
United States
Tel:
303-442-3670
M**********@***********M
(Full email address available in API data)
Regulatory Contact
NIKOLE LARSON
OPERATIONS MANAGER
370 INTERLOCKEN BLVD.
SUITE 290
BROOMFIELD
CO
United States
Tel:
303-442-3670
N**********@***********M
(Full email address available in API data)
Industry Affiliates
| CULVER INVESTMENT COMPANY, LLC | Other investment adviser, including financial planners |
| CULVER RETIREMENT SERVICES, INC | Pension consultant |
| EPIQWEST INVESTMENT CORPORATION | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SULLIVAN, BRYAN, JOSEPH | Individual | – | MANAGING MEMBER | 02/2020 | 10-25% |
| CULVER, MARK, PATRICK | Individual | – | MANAGING MEMBER, CCO | 04/2020 | 50-75% |
| CULVER, TRENT, DAVID | Individual | – | MANAGING MEMBER | 04/2020 | 10-25% |
| VEVE, ERIC | Individual | – | MANAGING MEMBER | 04/2020 | 10-25% |