CIMARRON WEALTH MANAGEMENT, INC.
  • CIMARRON WEALTH MANAGEMENT, INC.
  • COLORADO WEST WEALTH MANAGEMENT, LLC
  • COLORADO WEST INVESTMENTS, INC.

Adviser Profile

As of Date 05/13/2026
Registration SEC, Approved, 07/11/2019
ADV Location MONTROSE, CO, United States
Contact Info 970 xxxxxxx
Websites
AUM* 327,341,067 42%
of that, discretionary 307,546,524 44%
Number of Employees 14 17%
of those in investment advisory functions 7 40%
Private Fund GAV* 0
Avg Account Size 570,281 14%
% High Net Worth 12.85% 14%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

308M 264M 220M 176M 132M 88M 44M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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