Drew Frank
Wedmont Private Capital · Boulder, Colorado
Drew Frank is a fee-only financial advisor at Wedmont Private Capital in Boulder, Colorado, who holds the CFP credential. Wedmont Private Capital reports charging fixed fees on its Form ADV.
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Facts
| Firm | Wedmont Private Capital |
|---|---|
| Based in | Boulder, Colorado |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $3.44B across 2,437 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 7871766 |
| Exams passed | Series 65 (2024) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.wedmont.com |
How Drew's firm compares
- Wedmont Private Capital's average account is about $1.4 million, from its Form ADV (assets managed divided by 2,437 accounts).
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Questions about Drew
Is Drew Frank a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Drew holds no broker registration, and Wedmont Private Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Drew charge for financial advice?
Drew's firm, Wedmont Private Capital, reports charging fixed fees on its SEC Form ADV.
Where is Drew Frank based?
Drew Frank is based in Boulder, Colorado.
What credentials does Drew Frank hold?
Drew Frank holds the CFP credential.
Is Drew Frank registered with the SEC?
Yes. Drew Frank is registered as an investment adviser representative in CO and TX (CRD 7871766), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wedmont Private Capital manage?
Wedmont Private Capital reports $3.44B across 2,437 accounts in assets under management.
How do I contact Drew Frank?
Through Drew's website, www.wedmont.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.
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