# Cimarron Wealth Management, Inc.

> Cimarron Wealth Management, Inc. is an SEC-registered investment advisory firm in Montrose, CO, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 13, 2026.

- CRD: 299627
- Filed as: CIMARRON WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Montrose, CO
- Filing period: October 2026
- Form ADV filing dated: May 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299627
- AdvisorCensus page: https://advisorcensus.com/firm/cimarron-wealth-management-inc-montrose-co-299627

## Quick answers

**How is Cimarron Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Cimarron Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cimarron Wealth Management, Inc. located?**
Cimarron Wealth Management, Inc.'s principal office is in Montrose, CO, according to its Form ADV; the June 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Cimarron Wealth Management, Inc. registered with the SEC or a state?**
Cimarron Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 299627.

**How much does Cimarron Wealth Management, Inc. manage?**
Cimarron Wealth Management, Inc. reports $327,341,067 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (94% discretionary).

**How have Cimarron Wealth Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Cimarron Wealth Management, Inc.: Regulatory assets under management: $137,536,921 in the October 2021 data and $327,341,067 in the October 2026 data, up 138%. Total employees: 11 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cimarron Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (478); high net worth individuals (74); pension and profit sharing plans (but not the plan participants or government pension plans) (10).

**Which custodians does Cimarron Wealth Management, Inc. use?**
Cimarron Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Cimarron Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299627

**What changed in Cimarron Wealth Management, Inc.'s recent Form ADV filings?**
In the June 2026 filing data: Employees performing advisory functions went from 6 to 7. Added an office in Rifle, CO. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $327,341,067
- Discretionary: $307,546,524
- Non-discretionary: $19,794,543

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 478 | $134,234,162 |
| High net worth individuals | 74 | $169,553,487 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $19,794,543 |
| Charitable organizations | Fewer than 5 | $2,123,097 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 10 | $1,635,778 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 14 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, ID, LA, TN, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Gunnison, CO
- Rifle, CO
- Tumwater, WA

### Websites listed on Form ADV (Item 1.I)
- cambridge-wealth.com
- wealthwithapurpose.com
- Facebook @CimarronWealthManagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $137,536,921 | 11 | August 18, 2021 |
| October 2022 | $187,871,835 | 12 | July 19, 2022 |
| October 2023 | $186,508,745 | 11 | February 3, 2023 |
| October 2024 | $204,620,144 | 11 | February 6, 2024 |
| October 2025 | $230,486,824 | 12 | July 21, 2025 |
| October 2026 | $327,341,067 | 14 | May 13, 2026 |

Regulatory assets under management: $137,536,921 in the October 2021 data and $327,341,067 in the October 2026 data, up 138%.
Total employees: 11 in October 2021 and 14 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Employees performing advisory functions went from 6 to 7.
- Added an office in Rifle, CO.
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $230,486,824 to $327,341,067 (+42%).

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cimarron Wealth Management, Inc. (CRD 299627): Form ADV filing data as of October 2026.