# Sugden Wealth Management

Sugden Wealth Management is a RIA based in Denver, United Kingdom.

## Overview

- **Organization type:** RIA
- **Headquarters:** Denver, United Kingdom
- **Region:** Europe
- **Address:** London, United Kingdom
- **Founded:** 2005
- **Assets under management:** $250M - $1B (Altss estimate)
- **Website:** sugdenwealthmanagement.com

## Regulatory record

- **CRD number:** 165766
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165766

## About

Sugden Wealth Management is a fiduciary firm that serves high-earning professionals and executives with personalized, tax-efficient portfolios and comprehensive financial planning. The firm simplifies complex finances through tailored strategies covering tax planning, portfolio management, estate planning, and charitable giving. It uses an evidence-based, fee-only approach and acts as a registered investment advisor committed to clients' best interests.

## Sectors

- Real Estate
- Private Equity
- Venture Capital
- Infrastructure
- Private Credit

## People

- James Sugden — Founder & Managing Partner

## Questions

### Does Sugden Wealth Management commit to third-party funds or invest exclusively directly?

Sugden uses a hybrid approach — direct investments in real estate and asset-backed opportunities, supplemented by commitments to specialist external funds. This dual model lets the office maintain hands-on control in familiar sectors while accessing expertise in less mature areas.

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Last updated: 2026-08-11T15:08:11.274Z

Canonical page: https://altss.com/profile/sugden-wealth-management-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology