Advisor at Citrine & Gold LLC — Denver, CO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
8 years
Location
Denver, CO 80211
Citrine & Gold LLC
Independent
Total advisors
1Clients per advisor
57 Very HighAvg AUM per client
$54,634 Very LowHNW client ratio
0% LowBrynna Wilson is a financial advisor at Citrine & Gold LLC in Denver, CO, with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at New York Life Insurance Company and NYLIFE Securities, LLC. Outside of her advisory work, she owns The Sauna Room, a business offering infrared sauna rentals, and serves as a board member for The Jamin Fund, a nonprofit that provides scholarships and builds schools in developing countries. Citrine & Gold provides portfolio management and comprehensive financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm employs model portfolios and a three-stage framework focused on asset allocation and distribution planning, serving a small client base with both discretionary and standalone planning engagements.
Based on Citrine & Gold LLC
Based on Citrine & Gold LLC
Fixed financial planning fees between $1,250 and $4,750 (negotiable)
1.00% annually (negotiable up to 1.7%)
$350/hour (financial planning, negotiable)
Account minimum: $1,000 Fee-only: Financial planning fees: $1,250 to $4,750 (fixed, negotiable), or $350/hour (hourly, negotiable)
Denver, CO
4045 Pecos St, Suite 210 15
Denver CO 80211
Advisors at this office
1
Colorado
8 years of industry experience
The Sauna Room
2023 - Present • 3 years
Lakewood, CO
Women's Wealth Advisor DBA Women's Wealth Boutique
2022 - 2023 • 1 year
Chester, NJ
Citrine & Gold LLC
2021 - Present • 5 years
Denver, CO
NYLIFE Securities, LLC
2017 - 2022 • 5 years
Denver, CO
New York Life Insurance Company
2017 - 2022 • 5 years
Denver, CO
Rei
2014 - 2017 • 3 years
Denver, CO
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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