CULTIVATE WEALTH LLC

CULTIVATE WEALTH LLC is an SEC-registered investment adviser (CRD 331851). Regulatory assets under management: $3.1M.

Registration

• CRD: 331851
• Type: Registered investment adviser
• Phone: 509-844-8352
• Latest filing: 2026-08-04
• Regulatory AUM: $3.1M
• Discretionary AUM: $3.1M
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Hourly.

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 331851 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search