CRD: 173997
Wakefield Wealth Management, Lllp
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-08-2015
- Office Locations
- 1
Office Locations
About Wakefield Wealth Management, Lllp
Wakefield Wealth Management is a Colorado-based, fee-only RIA serving clients with $2M+ investable assets. The firm provides integrated wealth management and planning to grow, enhance, and preserve wealth, operating as a fiduciary with full transparency and no commissions. Portfolios are implemented primarily with ETFs and fixed income, and the firm uses Envestnet/Tamarac. CIO Todd Gervasini provides market commentary on BNN Bloomberg.
Team overview
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Custodian
Investment Themes
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Platform
Services
Technology
Owner & Executives
GEOFFREY TODD GERVASINI
Chief Investment Officer, Limited Partner, Managing Partner, Partner
- CRD
- #2443483
- Ownership
- 75% or more
GREGORY J BRITTAIN
PARTNER
- CRD
- #6438047
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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NICHOLAS TODD GERVASINI
Director of Finance
- CRD
- #7883265
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $393,213,496 | $765,007 |
| Non-Discretionary | $119,674,232 | $1,078,146 |
| Total | $512,887,728 | $820,620 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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