SourcingSourcing

CULTIVATE WEALTH PARTNERS LLC

C32
CRD 340314·SEC 801-136070·BROOMFIELD, CO
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CULTIVATE WEALTH PARTNERS LLC
CRD
340314
SEC file #
801-136070
EIN
—
DBA names
Cultivate Wealth Partners

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
—
Primary office
BROOMFIELD CO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Nachtweih, David, Adam
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Nachtweih, David, Adam
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2902
Soi Zip Pct 200k Plus
0.0699
Soi Zip Returns 200k Plus
1,430
Soi Zip Total AGI
1,778,082
Fdic Zip Total Deposits
14,197,727,000
Fdic Zip Branch Count
217
Fdic Zip Top Banks
Wells Fargo Bank, National Association
FirstBank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Norwest National BankWestminster, CO
Norwest National BankWestminster, CO
Fdic Zip HHI
1953.33
Fdic Zip Top Bank Share Pct
35.39
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI45,972
Returns3,650
Stub 2
AGI161,571
Returns4,250
Stub 3
AGI241,363
Returns3,900
Soi Zip Total Business Income
43,753
Soi Zip Total Cap Gains
65,962
Soi Zip Total Dividends
22,380
Soi Zip Total Returns
20,470
Top Owner CRD
6428483
Trust Company Affiliate
No

People (1)

1
Nachtweih, David, Adam
IAR · Direct Owner · 87.5%
6428483