HALCYON WEALTH MANAGEMENT, LLC

HALCYON WEALTH MANAGEMENT, LLC of BOULDER, CO is an SEC-registered investment adviser (CRD 149076). Regulatory assets under management: $88.9M.

Registration

• CRD: 149076
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 149076 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search