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- Custodian
- Altruist · Charles Schwab & Company · TD Ameritrade · Truist Bank
- Clients
- Retail
- Platforms
- Crest matrixQuantum ember +more
- Established Date
- 05-24-2019
- Office Locations
- 2
Office Locations
About Cayden Wealth Management
CayDen Wealth Management is a Colorado RIA serving emerging-wealth households (typically $100k+ income and under $300k investable assets) with a $350/month subscription covering comprehensive financial planning, tax prep/filing, and ongoing investment management. The team uses planning technology, behavioral finance, and an asset-map + tax-return review process to drive proactive decisions. Custody includes Altruist and Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DANIEL ALEXANDER CAYCEDO
Chief Investment Strategist
- CRD
- #6272880
- Ownership
- 25% but less than 50%
SHANE PATRICK DENNEHY
Chief Compliance Officer, President
- CRD
- #5900768
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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SKYLER Jeffrey GILLESPIE
--
- CRD
- #7157196
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,776,700 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,776,700 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,776,700
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,463,661,712 | 18.5% |
| Cash | $2,840,294,890 | 35.9% |
| Equity - Exchange | $3,607,728,329 | 45.6% |
| Total | $7,911,684,931 | 100.0% |