Wakefield Asset Management, LLLP

Overview

Wakefield Asset Management, LLLP is an SEC registered investment adviser based in Englewood, CO, registered since 2007. It reports $454M in assets under management across 586 accounts, with 11 employees. It has 3 investment adviser representatives.

Reported AUM

$454M

Discretionary

100%

Accounts

586

Average account

$775K

Employees

11

Advisory reps

3

Registered since

2007

Jurisdictions

8

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Geoffrey Todd Gervasini Managing Partner, Chief Investment Officer CRD 2443483
• Gregory J Brittain Partner, Chief Compliance Officer CRD 6438047

Advisory reps 3 of 3

• Gregory J Brittain Investment Adviser Rep CRD 6438047
• Geoffrey Todd Gervasini Investment Adviser Rep CRD 2443483
• Lance Eric Peterson Investment Adviser Rep CRD 2415886

Location

Headquarters

7887 E Belleview Ave Ste 800
Englewood, CO 80111

County

Denver

Metro area

Denver-Aurora-Lakewood, CO

Region

West

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: wakefieldasset.com

Every state, with registration dates

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