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Cimarron Wealth Management
Cimarron Wealth Management, Inc. has built its business around seeking to provide exceptional wealth management services to individuals, business owners, and...
Cimarron Wealth Management
Cimarron Wealth Management, Inc. has built its business around seeking to provide exceptional wealth management services to individuals, business owners, and retirees alike. We do not simply sell investments, like some firms, but compose a thorough financial plan that considers where you want to be financially and provide you a roadmap to help get you there. Colorado West Investments is registered under LPL Financial, the largest independent broker/dealer in the nation. Being independent, they are able to provide you with truly unbiased, conflict free advice, not what is best for our parent company. To learn more about Colorado West Investments, visit https://www.wealthwithapurpose.com/ -- Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Colorado West Investments, Inc., a registered investment advisor. Colorado West Investments, Inc. is a separate entity from LPL Financial.
General information
Firm type
RIA
Location
Region
North America
Frequently asked questions
What regulatory structure governs Cimarron Wealth Management?
Cimarron Wealth Management is a registered investment advisor (RIA), meaning it must comply with SEC or state fiduciary standards. As an RIA, it is subject to periodic examinations and disclosure requirements under the Investment Advisers Act of 1940. This structure is distinct from private single-family offices.
Is Cimarron Wealth Management a family office or a wealth management firm?
Based on its name and RIA registration, Cimarron Wealth Management operates as a wealth management firm serving multiple clients, likely including high-net-worth individuals. It is not a single-family office, as RIAs typically manage assets for unrelated clients.
What types of assets does Cimarron Wealth Management likely manage?
As an RIA, Cimarron likely manages diversified portfolios including equities, fixed income, and cash equivalents, along with financial planning and retirement strategies. Private investments may be included but are not publicly documented.
Who founded Cimarron Wealth Management?
Founding principals for Cimarron Wealth Management are not disclosed in public records. The firm's leadership team is not listed on any available sources.
What is the investment strategy of Cimarron Wealth Management?
Without a public website or regulatory filings, the firm's specific strategy cannot be determined. RIAs typically employ a mix of active and passive approaches based on client goals, but no concrete details are available.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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