Skyler Gillespie
Advisor at CayDen Wealth Management
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.
Advisor at CayDen Wealth Management
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.
Location
Broomfield, CO 80021
Credentials
CFP®, Series 65
Skyler Gillespie is a CFP® and holds a Series 65 license, currently serving as a financial advisor at CayDen Wealth Management in Boulder, CO. Skyler has been with CayDen and affiliated entities since 2023, with prior experience at firms including Tandem CPAs and The Aguiar Group. CayDen Wealth Management provides investment management and financial planning primarily to individual and high-net-worth clients, offering tiered service levels and combining passive portfolio construction with fundamental security analysis. The firm also integrates financial planning with personal tax services through an affiliated entity and utilizes digital advice platforms for certain client segments.
Based on CayDen Wealth Management
Based on CayDen Wealth Management
$500 to $15,000 one-time financial planning fee
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.90%
$350 per hour
$200 to $350 per month ongoing financial planning fee for certain services
Account minimum: $250,000
8181 Arista Place, Suite 100
Broomfield, CO 80021
Colorado · Florida · Nebraska · North Carolina · Texas
5280 Wealth Management, LLC doing business as CayDen Wealth Mana
2026 - Present (1 year)
CayDen Financial Inc.
2025 - Present (1 year)
Clear Path Bookkeeping
2025 - 2025 (1 year)
Ethics Pro
2024 - 2025 (1 year)
Unemployed
2024 - 2024 (1 year)
Tandem CPAs
2023 - 2024 (1 year)
CayDen Wealth Management
2023 - 2023 (1 year)
Tandem CPAs
2023 - 2023 (1 year)
Braveheart Cleaning
2022 - 2022 (1 year)
The Aguiar Group
2021 - 2023 (2 years)
CayDen Consulting & Tax
2021 - 2023 (2 years)
Rei
2020 - 2021 (1 year)
Target
2020 - 2021 (1 year)
Extended Travel
2020 - 2020 (1 year)
United Capital
2019 - 2019 (1 year)
Purdue University
2016 - 2020 (4 years)
Puccini's
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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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