Cultivate Wealth Partners: new SEC registration, $125M AUM, Broomfield, CO
Cultivate Wealth Partners (Broomfield, Colorado): new SEC registration, $125M AUM, Broomfield, CO. Its amount of 125 is below the median of 135 (44th percentile). Dated 189 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 125 · 44th percentile of 1,225 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 30 related CO NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Cultivate Wealth Partners |
| Legal name | Cultivate Wealth Partners LLC |
| CRD | 340314 |
| Status | Approved |
| Registered with the SEC | 2026-04-30 |
| Latest Form ADV filing | 2026-08-28 |
| Location | Broomfield, CO, United States |
| Regulatory AUM | $125,329,239 |
| Accounts | 149 |
| Employees | 1 |
| Website | https://www.cultivatewealthpartners.com |
| amount percentile | 44th of 1,225 (median 135, 0.9x median) |
| Peer records CSV (31 CO records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-30
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (CO first): Freif Advisors LLC · Leh III Management LLC · Cresalta Investment Management, INC. · Exceptional Wealth & Family Office · Shenandoah Energy Management, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Cultivate Wealth Partners and 31 Colorado peers
- Colorado NewRiaPulse records like this one: 31
- Cultivate Wealth Partners's amount: 44th percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Colorado peer: $6,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $125M under management.
- Website on file.
What is the NewRiaPulse record for Cultivate Wealth Partners in Broomfield, Colorado?
Cultivate Wealth Partners received SEC registration as an investment adviser (2026-04-30) with $125,329,239 in regulatory assets under management, based in Broomfield, CO.
How does Cultivate Wealth Partners compare to other Colorado NewRiaPulse records?
Its amount of 125 is below the median (44th percentile); smaller records often move faster and face less competition. It is 189 days old; check the official source for later updates before acting.
Cultivate Wealth Partners vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Cultivate Wealth Partners | Broomfield, CO | 125 | 44th | 2026-04-30 |
| Von Haefen Financial Management | 128 | 46th | 2026-10-28 | |
| Retirepath Wealth, LLC | Little Rock, AR | 110 | 24th | 2026-10-20 |
| Round Table Investment Strategies, LLC | Lincoln, NE | 107 | 20th | 2026-10-22 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.