SUGDEN WEALTH MANAGEMENT, LLC

SUGDEN WEALTH MANAGEMENT, LLC of DENVER, CO is an SEC-registered investment adviser (CRD 165766). Regulatory assets under management: $54.0M.

Registration

• CRD: 165766
• Type: Registered investment adviser
• Location: 100 FILLMORE STREET, DENVER, CO, 80206
• Phone: 303-398-7031
• Latest filing: 2026-05-27
• Regulatory AUM: $54.0M
• Non-discretionary AUM: $54.0M
• Clients: 1
• Accounts: 98

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165766 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search