CIMARRON WEALTH MANAGEMENT, INC.
B51
CRD 299627·SEC 801-116955·MONTROSE, CO
AUM
$327.3M
$100M-$500M
Est. Revenue
$3.3M
@ 1% on AUM
Est. EBITDA
$982K
@ 30% margin
Est. Deal Value
$7.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $112.0M
'21 · $137.5M
'22 · $137.5M
'23 · $187.9M
'25 · $230.5M
'26 · $327.3M
'20'26
$112.0M → $327.3M▲ +192%
Client mix
| Individuals Other | 478 |
| Individuals High Net Worth | 74 |
| Pension Profit Sharing Plans | 10 |
| Corporations | 10 |
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 4 advisors
'22 · 7 advisors
'23 · 5 advisors
'25 · 5 advisors
'26 · 6 advisors
'20'26
3 advisors → 6 advisors▲ +100%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingEducational Seminars Workshops
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (19)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
Bank One, Western Colorado, National AssociationMontrose, CO
Bank One, Western Colorado, National AssociationMontrose, CO
Soi Zip Distribution
Stub 1
| AGI | 44,303 |
| Returns | 3,600 |
Stub 2
| AGI | 115,182 |
| Returns | 3,130 |
Stub 3
| AGI | 114,317 |
| Returns | 1,860 |