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Causey Wealth LLC

Causey Wealth LLC. CRD 331134

Causey Wealth LLC logo

CRD: 331134

Causey Wealth LLC

Greenwood Village, CO, 80111
3036729876
www.causeywealth.com
$393.2M Total AUM
$366.0M Disc. AUM
-- 3Y CAGR
7 Employees
186 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
06-12-2024
Office Locations
1

Office Locations

6400 S. Fiddlers Green Circle Suite 975 Greenwood Village CO

About Causey Wealth LLC

Causey Wealth is an independent, fiduciary RIA providing comprehensive wealth management across investment advisory, financial planning, trustee services, and litigation support. The team builds investment-policy-driven, institutional-quality portfolios and meets with clients quarterly to review planning and performance. Public filings indicate ETF-heavy SMA implementation and custody with Charles Schwab.

Team overview

46 AVG AGE
$56.2M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
1.7 yrs AVG TENURE
7 Employees
7 Advisory Reps
4 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Oak fusion Crest beacon

Client Personas

Ember

Custodian

Frontier Horizon

Investment Themes

Quantum

Investment Vehicles

Harbor

Platform

Fusion ridge Ember

Services

North Insight Radial Insight element Alpha timber Crest harbor Oak meridian Ember delta Focus bridge

Owner & Executives

NATHANAEL ADAM KOCH

NATHANAEL ADAM KOCH

Chief Compliance Officer

CRD
#3142229
Ownership
50% but less than 75%
(513) 879-8522
glacier.momentum@pioneercapital.com
in linkedin.com/in/unison-glacier
ROBB ANDREW STONE

ROBB ANDREW STONE

COMPLIANCE OFFICER, Director

CRD
#4035700
Ownership
50% but less than 75%
(525) 480-8112
pathway.signal@signalcapital.com
in linkedin.com/in/crest-element

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Contacts

T

TIMOTHY SEAN ITIN

--

CRD
#1157867
(858) 983-2948
ridge.catalyst@summitcapital.com
in linkedin.com/in/insight-delta
S

Stephen Thompson Warren

Portfolio Manager

CRD
#7709993
(658) 224-5973
meridian.zenith@ridgecapital.com
in linkedin.com/in/glacier-wave

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-07-2024
07-22-2025
04-06-2026
Category Assets AVG. Account size
Discretionary $365,974,929 $707,882
Non-Discretionary $27,226,081 $400,384
Total $393,201,010 $672,138

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Separately Managed Accounts

Total SMA Asset: $393,201,010

$393.2M Total SMA
Public Funds:
34.7%
Cash:
49.4%
Equity - Exchange:
15.9%
Asset class Assets Assets %
Public Funds $1,475,458,981 34.7%
Cash $2,100,509,327 49.4%
Equity - Exchange $676,074,864 15.9%
Total $4,252,043,172 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
TIMBER ATLAS VECTOR INSIGHT TIMBER UNZ0W0Y6D XEJ 3.26% $99,492,414
EMBER TIMBER NORTH PEAK FOCUS V0QC95RHP NBXC 8.40% $98,679,355
ATLAS NORTH INSIGHT INSIGHT ROSG9V6TT QMJAN 7.59% $93,054,585
VALUE OAK VECTOR MERIDIAN ZSKWH5PAB MGA 3.09% $6,161,936
SUMMIT PRIME EMBER FOUNDATION D8DJJYC2I JZIO 5.15% $43,808,485
VERTEX DELTA WAVE ALPHA INSIGHT VBESVZUJQ EEN 11.55% $34,623,310
HORIZON EMBER PEAK TIMBER 531WJP2N3 ISUEA 3.89% $41,239,714
MOMENTUM VALUE QUANTUM ATLAS ATLAS 97FFHBG79 MSJLA 8.60% $6,704,673

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