LARIAT WEALTH MANAGEMENT

LARIAT WEALTH MANAGEMENT of DENVER, CO is an SEC-registered investment adviser (CRD 313820). Regulatory assets under management: $37.7M.

Registration

• CRD: 313820
• Type: Registered investment adviser
• Location: 1801 WEWATTA STREET, DENVER, CO, 80202
• Phone: 303-506-7739
• Latest filing: 2026-07-09
• Regulatory AUM: $37.7M
• Discretionary AUM: $37.7M
• Clients: 2
• Accounts: 60

Business model

Compensation: % of AUM.

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 313820 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search