# HALCYON WEALTH MANAGEMENT, LLC

HALCYON WEALTH MANAGEMENT, LLC of BOULDER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 149076
- Type: SEC-registered investment adviser
- Location: 3450 PENROSE PLACE, BOULDER, CO, 80301
- Phone: (303) 506-2774
- Latest filing: 2026-03-26
- Regulatory AUM: $88.9M
- Discretionary AUM: $71.6M
- Non-discretionary AUM: $17.3M
- Clients: 1
- Accounts: 98

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/149076/brochure
- Similar advisers: https://search.stillhousedata.com/firm/149076/similar
- Related entities: https://search.stillhousedata.com/firm/149076/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/149076

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.