Cimarron Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$303,787,649
Clients
552
Advisors
10
across 2 offices
About
Cimarron Wealth Management provides investment advisory and planning services to individuals (including high‑net‑worth clients) and retirement plan sponsors, offering ongoing asset management, financial planning, and retirement‑plan consulting and fiduciary management. The firm also delivers public educational offerings — seminars and workshops — that are presented on an impersonal basis and, in some cases, free of charge for attendees.
Advisory services are tailored to each client’s objectives and may be delivered on a discretionary basis using model portfolios, strategic and tactical asset allocation, and a primarily value‑oriented long‑term approach supplemented by fundamental, technical and cyclical analysis. Clients can use web‑based planning tools (including scenario planning, retirement income tools, document vaults and account aggregation) and receive account reviews at least quarterly with a formal annual review.
Notable differentiators include an affiliated attorney who provides legal services through a separate law practice and may bill clients separately for legal work, and the firm’s regular provision of public workshops and seminars. The firm’s advisors are also registered representatives of a national broker‑dealer and disclose operational ties — including receipt of a multi‑year forgivable loan and certain expense reimbursements from that custodial partner — conflicts the firm states are addressed through disclosures and internal policies.
Client services
Expertise
Occupation focus
Fee options
Maximum annual flat fee of $30,000 for asset management or complex financial planning services; financial planning fees are typically waived if asset management services are engaged.
$0 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.90% $10,000,001 - $25,000,000: 0.80% $25,000,001 - $50,000,000: 0.70% $50,000,001+: Negotiable
Account minimum: $250,000
Main office
See office1701 Niagara Rd
Montrose CO 81401
Advisors at this office
9
Offices (2)
Most active in
Arizona · California · Colorado · Florida · Idaho · Louisiana · Tennessee · Texas · Washington
Also doing business as
Cimarron Wealth Management, Inc. · Colorado West Investments, Inc. · Colorado West Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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