Updated:
Cultivate Wealth Partners
Cultivate Wealth Partners is an SEC-registered investment adviser in Broomfield, CO, registered since 2026. The firm has 1 employee and 1 investment adviser.
Cultivate Wealth Partners
Cultivate Wealth Partners is an SEC-registered investment adviser in Broomfield, CO, registered since 2026. The firm has 1 employee and 1 investment adviser. It operates from a single location.
General information
Firm type
Multi Family Office
Year founded
2016
Location
Region
North America
Country
United States
City
Broomfield
Corporate office
New York, NY, United States
Principals
David L. Samuels
CEO & Co-Founder
James R. Davis
President & Co-Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Cultivate Wealth Partners?
Investment decisions are led by co-founders David L. Samuels (CEO) and James R. Davis (President), per the firm's regulatory filings and public record. The firm operates as an RIA with a fiduciary duty to clients, though specific investment committee membership beyond the founders is not publicly disclosed.
How does Cultivate Wealth Partners source proprietary deal flow?
Cultivate sources deals through relationships with middle-market private equity firms, real estate operators, and other family offices. The firm emphasizes access to direct co-investments and club deals rather than fund-of-funds structures. Deal sourcing relies on the founders' network rather than a formal venture-capital style sourcing team.
What is Cultivate Wealth Partners' known posture on fees?
Cultivate has publicly stated that it does not accept 12b-1 fees, revenue-sharing, or commission-based compensation from fund managers. This fee-disclosure model is a stated differentiator, positioning the firm as a fiduciary-first alternative to traditional broker-dealers and some RIAs. The firm's Form ADV disclosures confirm it charges fee-only advisory compensation.
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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: