CM20 Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CM20 Wealth Management is an independent, single-advisor registered investment adviser serving individuals (including high-net-worth individuals), non-profits, and small businesses through discretionary investment management. The firm develops individualized Investment Policy Statements and constructs portfolios that use individual U.S. common equities as a cornerstone, supplemented with mutual funds and ETFs to achieve diversification.
CM20 employs a growth-at-a-reasonable-price (GARP) approach grounded in fundamental analysis to select individual equities, and it may use technical analysis to inform sell decisions. The firm also implements derivatives strategies in separately managed accounts—most explicitly covered-call option writing—as part of its portfolio management toolkit.
Distinctive features include the principal’s CFA designation and a practice focused solely on discretionary management for a small client base with roughly $19.7 million in AUM. The firm requires custody at Schwab Institutional, collects advisory fees by direct deduction (resulting in constructive custody safeguards), and does not accept proxy voting authority, leaving voting decisions to clients.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000.01 - $2,000,000: 0.90% annually $2,000,000.01 - $5,000,000: 0.85% annually Above $5,000,000+: Negotiable
Main office
Denver CO
Advisors at this office
1
Most active in
Colorado
Also doing business as
Cm20 Wealth Management · Cm20 Wealth Management, LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
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Bank
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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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Lawyer
They provide legal services, typically billed separately.
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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.
Forms ADV
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