Wakefield Wealth Management, LLLP

Overview

Wakefield Wealth Management, LLLP is an SEC registered investment adviser based in Englewood, CO, registered since 2015. It reports $513M in assets under management across 625 accounts, with 10 employees. It has 1 investment adviser representatives.

Reported AUM

$513M

Discretionary

77%

Accounts

625

Average account

$821K

Employees

10

Advisory reps

1

Registered since

2015

Jurisdictions

6

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• 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

Executive officers 2 of 2

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

Advisory reps 1 of 1

• Nicholas Todd Gervasini Investment Adviser Rep CRD 7883265

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 6 jurisdictions
• Website: wakefieldwealth.com

Every state, with registration dates

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