# Halcyon Wealth Management, LLC

> Halcyon Wealth Management, LLC is a state-registered investment advisory firm in Boulder, CO, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 149076
- Filed as: HALCYON WEALTH MANAGEMENT, LLC
- Legal name: Halcyon Wealth Management
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boulder, CO
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/149076
- AdvisorCensus page: https://advisorcensus.com/firm/halcyon-wealth-management-llc-boulder-co-149076

## Quick answers

**How is Halcyon Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Halcyon Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Halcyon Wealth Management, LLC located?**
Halcyon Wealth Management, LLC's principal office is in Boulder, CO, according to its Form ADV.

**Is Halcyon Wealth Management, LLC registered with the SEC or a state?**
Halcyon Wealth Management, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 149076.

**How much does Halcyon Wealth Management, LLC manage?**
Halcyon Wealth Management, LLC reports $88,888,784 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (81% discretionary).

**What types of clients does Halcyon Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (23).

**Does Halcyon 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/149076

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $88,888,784
- Discretionary: $71,578,428
- Non-discretionary: $17,310,356

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 23 | $85,317,628 |
| Charitable organizations | Fewer than 5 | $3,571,156 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Halcyon Wealth Management, LLC (CRD 149076): Form ADV filing data as of October 2026.