# WAKEFIELD WEALTH MANAGEMENT, LLLP

WAKEFIELD WEALTH MANAGEMENT, LLLP of ENGLEWOOD, CO is an SEC-registered investment adviser.

## Registration

- CRD: 173997
- Type: SEC-registered investment adviser
- SEC file number: 801-80693
- Location: 7887 E. BELLEVIEW AVE, SUITE 800, ENGLEWOOD, CO, 80111
- Phone: 303-771-0630
- Latest filing: 2026-03-30
- Regulatory AUM: $512.9M
- Discretionary AUM: $393.2M
- Non-discretionary AUM: $119.7M
- Clients: 10
- Accounts: 625

## Business model

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

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Geoffrey Todd Gervasini | LIMITED PARTNER; SHAREHOLDER | — |
| Gregory J Brittain | PARTNER, CHIEF COMPLIANCE OFFICER | — |
| GERVASINI GEOFFREY TODD | LIMITED PARTNER; MANAGING PARTNER; SHAREHOLDER | — |
| MANCINI JENNIFER C | CHIEF COMPLIANCE OFFICER | — |
| YAEGER JENNIFER C | CHIEF COMPLIANCE OFFICER | — |
| BRITTAIN GREGORY J | PARTNER, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173997/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173997/similar
- Related entities: https://search.stillhousedata.com/firm/173997/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173997

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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.