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Epiqwest Culver Wealth Advisors, LLC

EST. AUM
$170,970,225

CONTACTS
2

CLIENT ACCOUNTS
199

Firm Details

Metro area Denver
CRD Number 308980
Website epiqwest.com
Client types

Overview

The firm is known to its clients as a Colorado-based family business of trusted advisors who work for them. Culver Companies was founded in the ‘80s, creating a niche in employer-sponsored retirement plans for small-to-medium-sized businesses and personal investment management. Epiqwest Financial was founded to specialize in advanced tax planning, business succession planning, and sophisticated insurance solutions. The merged firm realized it could utilize the strengths of both Epiqwest and Culver to bring clients a comprehensive suite of solutions. Along with Smartx, the firm also leverages Envestnet.

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Alternative Activity

Address

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

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