CAUSEY WEALTH LLC of GREENWOOD VILLAGE, CO is an SEC-registered investment adviser (CRD 331134). Regulatory assets under management: $393.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| 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 | — |