$19.7M Total AUM
$19.7M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Northern Trust
- Clients
- Retail
- Platforms
- Pathway frontier
- Established Date
- 05-14-2021
- Office Locations
- 1
Office Locations
-- Denver CO
About Cm20 Wealth Management
CM20 Wealth Management is a Denver-based RIA regulated by the Colorado Division of Securities, providing investment advisory services to retail clients nationwide. The firm focuses on ETF-based portfolio construction and asset allocation, paired with wealth planning and business succession guidance. Custody includes Charles Schwab, supporting scalable, nationally registered delivery.
Team overview
38 AVG AGE
$19.7M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Crest atlas Unison Meridian crest
Investment Themes
Alpha harbor
Investment Vehicles
Harbor
Platform
Capital element
Services
North Peak momentum Focus eagle
Technology
Value ember
Owner & Executives
E
Eric Lyle Chapman
Chief Compliance Officer, Director, Managing Member
- CRD
- #6698035
- Ownership
- 75% or more
(396) 301-8812
prime.fusion@optimacapital.com
in linkedin.com/in/vector-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,701,967 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,701,967 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,701,967
Equity - Exchange:
46.1% Cash:
53.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $193,576,087 | 46.1% |
| Cash | $226,328,657 | 53.9% |
| Total | $419,904,744 | 100.0% |