# Cultivate Wealth Partners

Cultivate Wealth Partners is a Multi Family Office based in Broomfield, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Broomfield, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2016
- **Assets under management:** $100M - $500M (Altss estimate)
- **Website:** cultivatewealthpartners.com

## Regulatory record

- **CRD number:** 340314
- **SEC file number:** 801-136070
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/340314

## About

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.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds
- Private Equity

## People

- David L. Samuels — CEO & Co-Founder
- James R. Davis — President & Co-Founder

## 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.

## Related profiles

- [Oxford Harriman Private Wealth Management](https://altss.com/profile/oxford-harriman-private-wealth-management)
- [Shellcrest Financial](https://altss.com/profile/shellcrest-financial-llc)

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Last updated: 2026-07-06T01:24:14.985Z

Canonical page: https://altss.com/profile/cultivate-wealth-partners

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