# CAUSEY WEALTH LLC

CAUSEY WEALTH LLC of GREENWOOD VILLAGE, CO is an SEC-registered investment adviser.

## Registration

- CRD: 331134
- Type: SEC-registered investment adviser
- SEC file number: 801-130443
- Location: 6400 S. FIDDLERS GREEN CIRCLE, SUITE 975, GREENWOOD VILLAGE, CO, 80111
- Phone: 3036729876
- Latest filing: 2026-04-06
- Regulatory AUM: $393.2M
- Discretionary AUM: $366.0M
- Non-discretionary AUM: $27.2M
- Clients: 7
- Accounts: 585

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Nathanael Adam Koch | MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Robb Andrew Stone | MEMBER & COMPLIANCE OFFICER | — |
| KOCH RICHARD ADAM | MEMBER & CHIEF COMPLIANCE OFFICER | — |
| STONE ROBB ANDREW | MEMBER & COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/331134/brochure
- Similar advisers: https://search.stillhousedata.com/firm/331134/similar
- Related entities: https://search.stillhousedata.com/firm/331134/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/331134

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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.