# Sugden Wealth Management, LLC

> Sugden Wealth Management, LLC is a state-registered investment advisory firm in Denver, CO, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 27, 2026.

- CRD: 165766
- Filed as: SUGDEN WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: May 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165766
- AdvisorCensus page: https://advisorcensus.com/firm/sugden-wealth-management-llc-denver-co-165766

## Quick answers

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

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

**Is Sugden Wealth Management, LLC registered with the SEC or a state?**
Sugden Wealth Management, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 165766.

**How much does Sugden Wealth Management, LLC manage?**
Sugden Wealth Management, LLC reports $54,000,000 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (0% discretionary).

**What types of clients does Sugden Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (18); individuals (other than high net worth individuals) (10).

**Does Sugden 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/165766

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $54,000,000
- Discretionary: $0
- Non-discretionary: $54,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $2,300,000 |
| High net worth individuals | 18 | $51,700,000 |

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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sugdenwealth.com
- sugdenwealthmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sugden Wealth Management, LLC (CRD 165766): Form ADV filing data as of October 2026.