WAKEFIELD ADVISORS, LLC
SEC file number 801-76574
· GOLDEN, CO
https://wakeassoc.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$66.5M
Discretionary AUM
$66.5M
Employees
5
Clients
—
Firm
- Address
- 25568 GENESEE TRAIL ROAD
GOLDEN, CO 80401 - Phone
- —
- Website
- https://wakeassoc.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- Wakefield Agricultural Carbon LLC High name-match confidence · CIK 1825813 · GA
- Flats on Wakefield-SA LLC Medium name-match confidence · CIK 1906211 · WY
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Wakefield Agricultural Carbon LLC · D · Sep 16, 2025$5M
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Wakefield Agricultural Carbon LLC · D · May 27, 2025$5M
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Flats on Wakefield-SA LLC · D/A · Apr 2, 2025$7M