# WAMBOLT & ASSOCIATES, LLC

WAMBOLT & ASSOCIATES, LLC of LITTLETON, CO is an SEC-registered investment adviser.

## Registration

- CRD: 153454
- Type: SEC-registered investment adviser
- SEC file number: 801-71476
- Location: 13976 W. BOWLES AVENUE, STE. 200, LITTLETON, CO, 80127
- Phone: 720-962-6700
- Latest filing: 2025-03-24
- Regulatory AUM: $586.8M
- Discretionary AUM: $586.8M
- Clients: 13
- Accounts: 1,898

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Gregory Alan Wambolt | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Cynthia Diane Alvarez | SHAREHOLDER | — |
| WAMBOLT GREGORY ALAN | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| WAMBOLT GREGORY | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| WAMBOLT JEFF LELAND | CHIEF COMPLIANCE OFFICER | — |
| WAMBOLT JEFF | CHIEF COMPLIANCE OFFICER | — |
| ALVAREZ CYNTHIA DIANE | SHAREHOLDER | — |
| JENKINS ANDREW STUART | SHAREHOLDER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| LITTLETON | CO | 7 | 720-962-6700 |
| LITTLETON | CO | 7 | 720-962-6700 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153454/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153454/similar
- Related entities: https://search.stillhousedata.com/firm/153454/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153454

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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.