Adlai McMahon
Cimarron Wealth Management · Gunnison, Colorado
Adlai McMahon is a fee-only financial advisor at Cimarron Wealth Management in Gunnison, Colorado. Cimarron Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Adlai →
Facts
| Firm | Cimarron Wealth Management |
|---|---|
| Based in | Gunnison, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $327.3M across 574 accounts |
| SEC registration | Investment adviser representative in CO · CRD 3193261 |
| Exams passed | Series 63 (2017) · Series 65 (2025) |
| Firm size | 14 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.wealthwithapurpose.com |
| Profile |
How Adlai's firm compares
- Cimarron Wealth Management's average account is about $570,000, from its Form ADV (assets managed divided by 574 accounts).
Request an introduction to Adlai
Tell Adlai a little about what you're looking for. Adlai isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Adlai
Is Adlai McMahon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adlai holds no broker registration, and Cimarron Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adlai charge for financial advice?
Adlai's firm, Cimarron Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Adlai McMahon based?
Adlai McMahon is based in Gunnison, Colorado.
Is Adlai McMahon registered with the SEC?
Yes. Adlai McMahon is registered as an investment adviser representative in CO (CRD 3193261), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Cimarron Wealth Management manage?
Cimarron Wealth Management reports $327.3M across 574 accounts in assets under management.
How do I contact Adlai McMahon?
Through Adlai's website, www.wealthwithapurpose.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.