Causey Wealth

Investment Management • Denver, Colorado, United States • 1-10 Employees

Company overview

Headquarters	Denver, Colorado, United States
Phone number	+11234567890
Website	causeywealth.com
NAICS	5231
Keywords	Litigation Support, Financial Planning, Investment Advisory, Trustee Services
Founded	2024
Employees	1-10

Key Contacts at Causey Wealth

Tim Itin

Regional Director - Mountain West

Stephen Warren

Co-Cio & Director Of Investments

Causey Wealth Email Formats

Causey Wealth uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@causeywealth.com), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@causeywealth.com	100%

About Causey Wealth

Causey Wealth LLC (“Causey Wealth”) is a fee-only SEC-registered investment adviser. As an Investment Adviser registered with the Securities and Exchange Commission, we maintain a fiduciary relationship with our clients, the highest standard of care. We focus our practice on working exclusively with high-net-worth individuals, families, and institutional clients towards achieving their financial goals through comprehensive financial planning and the management of institutional-grade investment portfolios.

Causey Wealth revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$2,200,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager

C-Suite

Director

Employees by Department

Causey Wealth has 2 employees across 1 departments.

Departments

Number of employees

Funding Data

Causey Wealth has never raised funding before.

Causey Wealth Tech Stack

Discover the technologies and tools that power Causey Wealth's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Wix eCommerce

Ecommerce

Frequently asked questions

Causey Wealth is located in Denver, Colorado, US.

You can reach Causey Wealth at +11234567890.

Causey Wealth was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

Causey Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Causey Wealth

Tim Itin

Regional Director - Mountain West

Stephen Warren

Co-Cio & Director Of Investments

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