Avon, CO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$790,235,211
ClientsTotal clients
1,897
AdvisorsAdvisors at this office
2
Of 23 advisors across 11 offices
Location
48 E. Beaver Creek, Suite 308
Avon CO 81620
Advisors at this office
2
Advisors at this office
Nicole G
CFP®
Avon, CO
Creekmur Asset Management, LLC
Nicole Geraci is a CFP® professional with 13 years of industry experience, currently serving at Creekmur Asset Management, LLC since 2022. Her prior roles include fitness instruction at Mountain Recreation and a co-ownership position at Royal Electric, LLC. She also has experience with Vail Resorts and Rocky Mountain Planning Group, Inc. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and various financial planning services, utilizing third-party tools and managers to align investment strategies with client risk profiles.
Grace W
CFP®, Series 63
Avon, CO
Creekmur Asset Management, LLC
Grace Wellwerts is a CFP® professional with 27 years of industry experience. She has been with Creekmur Asset Management, LLC since 2022 and previously spent 28 years at Rocky Mountain Planning Group, Inc. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and a range of financial planning services, utilizing third-party tools and model managers to align investments with client risk profiles.
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