New Frontier Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$24,436,893
Clients
27
Advisors
1
of 1 employees
About
New Frontier Wealth Management advises individual and high‑net‑worth clients, delivering asset management, financial planning, retirement and estate planning, and portfolio monitoring. The firm manages roughly $24 million for a small roster of clients and coordinates third‑party money managers and allocations to alternative and non‑traded investments such as REITs, 1031 exchanges, and private placements.
Investment programs are tailored to client objectives and risk tolerance and use individual equities and ETFs alongside fundamental, technical, and cyclical analysis; services are offered on both discretionary and non‑discretionary bases. For clients invested in alternatives or non‑traded vehicles, the firm conducts ongoing due diligence, meets periodically with clients about those holdings, and acts as liaison to recommended third‑party managers while providing manager disclosures and oversight.
Noteworthy aspects of the firm include an affiliated insurance business and a licensed insurance agency within the firm’s ownership structure, through which insurance products may be offered and commissions received — a relationship disclosed in the brochure and addressed through procedures and fiduciary obligations. The firm also documents revenue‑sharing and an AUM‑based incentive arrangement with a named third‑party manager, disclosing these referral and fee‑sharing relationships and their mitigations, which is less common among similarly sized advisers.
Client services
Expertise
Fee options
Client Directed Accounts flat fee of $300 annually charged by Gradient Investments, LLC; $0 fee from NFWM for CDA
$0 - $749,999: 1.25% annually $750,000 - $3,000,000: 1.00% annually $3,000,000+: 0.80% annually
Minimum fee: $15 quarterly technology fee per account or investment strategy Fee-only: Asset management fees and due diligence fees; no commissions received for securities sales
Main office
9800 Pyramid Court, Suite 400
Englewood CO 80112
Advisors at this office
1
Most active in
Colorado · Texas
Also doing business as
New Frontier Financial Advisory, LLC · New Frontier Wealth Management
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.
Forms ADV
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