WAKEFIELD WEALTH MANAGEMENT, LLLP of ENGLEWOOD, CO is an SEC-registered investment adviser (CRD 173997). Regulatory assets under management: $512.9M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| 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 | — |