Halcyon Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Halcyon Wealth Management, LLC provides wealth management and portfolio management services, including comprehensive financial planning and tax preparation, to a small roster of individual clients as well as families, trusts, estates and retirement plans. Advisory relationships are tailored to client goals and may be managed on either a discretionary or non-discretionary basis, with periodic reviews at least quarterly.
The firm emphasizes asset allocation, diversification and long-term holdings, and may implement client portfolios directly or through unaffiliated independent managers while performing ongoing oversight. Its disclosure materials explicitly address margin and borrowing-related risks and note that portfolios can involve strategies that include pledging securities or borrowing against accounts.
What distinguishes the firm from many peers is that its principal also serves as president of a certified public accounting practice and the advisory relationship can include tax preparation services as part of wealth management. The practice operates as a solo adviser serving a relatively small number of clients while overseeing a multi‑million dollar asset base and delegating implementation to independent managers when appropriate.
Client services
Expertise
Fee options
$0 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.15% $10,000,001+: 0.05%
Main office
3450 Penrose Place, Suite 150
Boulder CO 80301
Advisors at this office
1
Most active in
Colorado
Also doing business as
Halcyon Wealth Management · Halcyon 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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