Halcyon Wealth Management, LLC

Public-record details

Address

3450 Penrose Place, Suite 150, Boulder, CO 80301

Phone

(303) 506-2774

Listed under

Financial planning, % of assets managed

Legal name

Halcyon Wealth Management

CRD number

149076

Registration

State registered: CO

Compensation (Form ADV 5.E)

Percentage of assets under management

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers

Regulatory assets under management

$88.9 million

Accounts managed

98

Clients reported (Form ADV 5.D)

23

Individual / high-net-worth clients

0 / 23

Employees

1

Other business activities (Form ADV 6.A)

Also active as: accountant or accounting firm

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-26

State registered (CO) investment adviser, CRD 149076, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 149076 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.