# Wakefield Wealth Management

Wakefield Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/wakefield-asset-management-corporation

## Regulatory record

- **CRD number:** 173997
- **SEC file number:** 801-80693
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173997

## About

WAKEFIELD WEALTH MANAGEMENT, LLLP is an SEC-registered investment adviser in ENGLEWOOD, CO, registered since 2015. The firm manages $513 million in assets, with $393 million on a discretionary basis. It has 10 employees and 2 investment advisers.

## Questions

### What is Wakefield Wealth Management's investment strategy?

No strategy details are publicly available. RIAs of this scale generally employ a conservative asset allocation focused on capital preservation. Without AUM figures or a website, the firm's specific approach to equities, fixed income, or alternatives is unknown.

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Last updated: 2026-07-06T01:24:28.433Z

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