# Downing Street Wealth Management LLC

> Downing Street Wealth Management LLC is an SEC-registered investment advisory firm in Greenwood Village, CO, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 152983
- Filed as: DOWNING STREET WEALTH MANAGEMENT LLC
- Also doing business as: DOWNING STREET WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenwood Village, CO
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152983
- AdvisorCensus page: https://advisorcensus.com/firm/downing-street-wealth-management-llc-greenwood-village-co-152983

## Quick answers

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

**Where is Downing Street Wealth Management LLC located?**
Downing Street Wealth Management LLC's principal office is in Greenwood Village, CO, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Downing Street Wealth Management LLC registered with the SEC or a state?**
Downing Street Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 152983.

**How much does Downing Street Wealth Management LLC manage?**
Downing Street Wealth Management LLC reports $175,603,765 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (89% discretionary).

**How have Downing Street Wealth Management LLC's assets and staff changed since 2025?**
In the Form ADV data for Downing Street Wealth Management LLC: Regulatory assets under management: $158,332,643 in the October 2025 data and $175,603,765 in the October 2026 data, up 11%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Downing Street Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (93); high net worth individuals (57).

**Which custodians does Downing Street Wealth Management LLC use?**
Downing Street Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC, Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Downing Street Wealth Management LLC 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/152983

**Does Downing Street Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "We have no minimum initial household value for opening accounts."

**What changed in Downing Street Wealth Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $158,332,643 to $175,603,765 (+11%). Added an office in Tucson, AZ. Registered or notice-filed in AZ.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: None

> We have no minimum initial household value for opening accounts.

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

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Charles Schwab & Co., Inc.
- National Financial Services 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: $175,603,765
- Discretionary: $155,667,900
- Non-discretionary: $19,935,865

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 93 | $36,521,085 |
| High net worth individuals | 57 | $139,078,169 |
| Corporations or other businesses not listed above | Fewer than 5 | $4,511 |

### 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: 2024 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Tucson, AZ

### Websites listed on Form ADV (Item 1.I)
- downing-st.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $158,332,643 | 2 | March 31, 2025 |
| October 2026 | $175,603,765 | 2 | March 31, 2026 |

Regulatory assets under management: $158,332,643 in the October 2025 data and $175,603,765 in the October 2026 data, up 11%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $158,332,643 to $175,603,765 (+11%).
- Added an office in Tucson, AZ.
- Registered or notice-filed in AZ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Downing Street Wealth Management LLC (CRD 152983): Form ADV filing data as of October 2026.