# Cultivate Wealth Partners

> Cultivate Wealth Partners is an SEC-registered investment advisory firm in Broomfield, CO, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 28, 2026.

- CRD: 340314
- Filed as: CULTIVATE WEALTH PARTNERS
- Legal name: Cultivate Wealth Partners LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Broomfield, CO
- Filing period: October 2026
- Form ADV filing dated: August 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340314
- AdvisorCensus page: https://advisorcensus.com/firm/cultivate-wealth-partners-broomfield-co-340314

## Quick answers

**How is Cultivate Wealth Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Cultivate Wealth Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Cultivate Wealth Partners charge?**
Its Form ADV Part 2A brochure dated August 28, 2026 states: Flat fee: $2,000 to $20,000 (creating client financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Cultivate Wealth Partners located?**
Cultivate Wealth Partners' principal office is in Broomfield, CO, according to its Form ADV.

**Is Cultivate Wealth Partners registered with the SEC or a state?**
Cultivate Wealth Partners is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340314.

**How much does Cultivate Wealth Partners manage?**
Cultivate Wealth Partners reports $125,329,239 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (100% discretionary).

**What types of clients does Cultivate Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (62); high net worth individuals (23).

**Which custodians does Cultivate Wealth Partners use?**
Cultivate Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI Investments Management Corp as a custodian holding 10% or more of its separately managed account assets.

**Does Cultivate Wealth Partners 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/340314

**Does Cultivate Wealth Partners state an account minimum?**
Its Form ADV Part 2A brochure dated August 28, 2026 says: "There is no account minimum for any of CultivateWP’s services."

**What changed in Cultivate Wealth Partners' recent Form ADV filings?**
In the September 2026 filing data: Regulatory assets under management went from $0 to $125,329,239.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated August 28, 2026)

- Account minimum: None

> There is no account minimum for any of CultivateWP’s services.

- Flat fee: $2,000 to $20,000 (creating client financial plans)

> The negotiated fixed rate for creating client financial plans is between $2,000 and $20,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- SEI Investments Management Corp

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: $125,329,239
- Discretionary: $125,329,239
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $14,953,392 |
| High net worth individuals | 23 | $110,375,847 |
| 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) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, MI, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cultivatewealthpartners.com
- LinkedIn @cultivate-wealth-partners
- LinkedIn @financial-advisor-broomfield-co

## Changes in the filing (last 12 months)

### September 2026
- Regulatory assets under management went from $0 to $125,329,239.

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cultivate Wealth Partners (CRD 340314): Form ADV filing data as of October 2026.