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Cultivate Wealth Partners LLC

EST. AUM
$125,329,239

CONTACTS

CLIENT ACCOUNTS
149

Firm Details

Metro area Denver
CRD Number 340314
Website cultivatewealthpartners.com
Client types

Overview

Cultivate Wealth Partners LLC is a Texas-based Registered Investment Adviser (RIA) that provides comprehensive, fee-only wealth management and financial planning services. The firm employs a long-term, strategic investment approach rooted in modern portfolio theory, primarily utilizing diversified portfolios of low-cost mutual funds and exchange-traded funds (ETFs). Their strategy focuses on capturing market returns across a broad range of asset classes while maintaining a strict focus on tax efficiency and cost minimization. As of early 2026, the firm manages approximately $102.5 million in discretionary assets under management, primarily serving individuals, high-net-worth families, and small business owners.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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