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Partner · Cherry Creek Family Offices

Kent R. Weldon

CRD 1995816 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Cherry Creek Family Offices, an SEC-registered wealth manager based in Denver, CO with $2.0 billion in regulatory assets, lists Kent R. Weldon on its Form ADV as Partner, a control person. The SEC filings also name Kent at 1 other registered adviser.

Firms and roles

AtlasMembers

Kent’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (13)

8 more people named with Kent on the same filings, with titles and firms. Free in Atlas with a free account.

See all 13 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kent’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.