Hamsher Wealth Management, LLC logo

Hamsher Wealth Management, LLC

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Client assets under management

$9,446,663

Clients

69

6% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

35

Low

Average account size

$136,908

About

Hamsher Wealth Management serves individuals, high‑net‑worth clients, and trusts with discretionary asset management, financial planning, and limited‑scope ERISA 3(21) retirement plan services. The firm also facilitates access to third‑party money managers and provides consulting on cash flow, insurance reviews, education funding, and retirement planning.

Investment programs are established through client consultation to document goals, time horizons, and risk tolerance, and portfolios are implemented using the firm’s discretionary authority or by referring clients to third‑party managers (including Gradient Investments). The firm describes use of fundamental, technical, charting, and cyclical analysis among available methods, custodians assets at Charles Schwab, conducts quarterly account reviews, and offers a cloud‑based client portal (Generational Vault) for reporting and document storage.

Noteworthy disclosures in the brochure include an affiliated insurance business in which the managing member spends approximately 40% of his time, and arrangements to receive portions of fees from third‑party managers. The firm reports $9,446,663 in discretionary AUM (and $0 non‑discretionary AUM), and discloses ownership and incentive ties to a private‑equity affiliate related to a referred manager, which the brochure identifies as potential conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Cash flow / budgeting

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Fee options

Fixed

Financial planning flat fee between $250 and $2,000

Percentage

$0 - $1,000,000: 1.60% annually $1,000,001 - $2,000,000: 1.20% annually Over $2,000,000+: 1.00% annually

Project-based

$150 per hour for financial planning

Subscriptions

Generational Vault fee: $50/year plus $5 per account set up fee (waived if client uses other HWM services)

Main office location

Hamsher Wealth Management, LLC

7100 E. Belleview Ave, Suite 210

Greenwood Village CO 80111, United States

Number of offices

1

Most active in

Arizona · Colorado · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Troy H

Series 65

Greenwood Village, CO

Hamsher Wealth Management, LLC

Troy Hamsher is a financial advisor at Hamsher Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at several firms, including American Alternative Investments, LLC and Gradient Advisors, LLC, before focusing on his own practices since 2002. Outside of financial advising, Hamsher is the host of the Dollars & Sense radio show on KRWZ 950 AM, which centers on general insurance topics. Hamsher Wealth Management serves individuals, high-net-worth clients, and trusts by providing investment management, financial planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, charting, and cyclical analysis while maintaining ongoing discretionary portfolio management and offers clients access to third-party money managers along with a secure cloud-based portal for reporting and document storage.

General retirement planning Cash flow / budgeting
user avatar

Logan B

Series 65

Greenwood Village, CO

Hamsher Wealth Management, LLC

Logan Bradley is a financial advisor at Hamsher Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has been associated with Hamsher Wealth Management and The Hamsher Group, Inc since 2016. Outside of advisory services, he is involved in insurance and annuity sales and conducts insurance and annuity reviews and needs analysis. Hamsher Wealth Management serves individuals, high-net-worth clients, and trusts by providing investment management, financial planning, and retirement-plan consulting. The firm combines fundamental, technical, charting, and cyclical analysis and offers discretionary portfolio management with quarterly reviews, alongside access to third-party money managers and a secure client portal.

General retirement planning Cash flow / budgeting
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