Cultivate Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cultivate Wealth Partners provides discretionary portfolio management and financial planning services to individuals and high‑net‑worth individuals. The firm prepares an Investment Policy Statement for each client and offers ongoing monitoring, with financial planning provided at no additional charge to portfolio management clients.
The firm’s investment approach is grounded in modern portfolio theory and implemented under discretionary authority, emphasizing asset allocation using mutual funds, ETFs, fixed income, equities and real estate funds. CultivateWP also employs longer‑term trading alongside higher‑risk techniques such as margin and options strategies, and conducts quarterly account reviews tied to clients’ risk tolerances and objectives.
What distinguishes the firm from many peers is that a principal is an independent licensed insurance agent and the firm may recommend and sell insurance and annuity products to clients, a relationship the brochure discloses as a potential conflict of interest and documents for clients. The firm also requires clients to custody assets on the SEI platform and discloses receiving platform and soft‑dollar benefits, and it is structured with staff support rather than operating as a solo practitioner.
Client services
Expertise
Fee options
Fixed financial planning fees ranging from $2,000 to $20,000.
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $20,000,000: 0.60% $20,000,001+: 0.50%
Insurance product commissions received by a supervised person who is also an insurance agent; however, commissions are not the firm's primary source of compensation.
Main office
390 Interlocken Crescent, Suite 350
Broomfield CO 80021
Advisors at this office
1
Most active in
Colorado · Florida · Michigan · Nebraska · Texas
Also doing business as
Cultivate Wealth Partners · Cultivate Wealth Partners 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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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.
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