Downing Street Wealth Management LLC at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 150 individual clients, 57 of them high net worth.
- Its average account is about $296,000 (assets it manages divided by its 594 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Greenwood Village, Colorado |
|---|---|
| [email protected] | |
| Phone | (888) 330-9078 |
Questions about Downing Street Wealth Management LLC
How is Downing Street Wealth Management LLC paid?
Downing Street Wealth Management LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Downing Street Wealth Management LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Downing Street Wealth Management LLC, and 1 hold the CFP.
What is the average account at Downing Street Wealth Management LLC?
Downing Street Wealth Management LLC's average account is about $296,000. That's the assets on its Form ADV divided by its 594 accounts.
What does Downing Street Wealth Management LLC specialize in?
Downing Street Wealth Management LLC's advisors and website list tax planning and retirement planning.
Downing Street Wealth Management LLC fees
Downing Street Wealth Management LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $176 million |
| Individual clients | 93 |
| High-net-worth clients | 57 |
| Accounts managed | 594 |
| Employees | 2 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-131457) |
| Financial planning | Offered |
| Form ADV filed | October 23, 2026 |
| SEC record | CRD 152983 |