H
Halcyon Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$85,317,628
Clients
23
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
23
TypicalAverage account size
$3,709,462
About
Halcyon Wealth Management, LLC provides wealth management and portfolio management services, including comprehensive financial planning and tax preparation, to a small roster of individual clients as well as families, trusts, estates and retirement plans. Advisory relationships are tailored to client goals and may be managed on either a discretionary or non-discretionary basis, with periodic reviews at least quarterly.
The firm emphasizes asset allocation, diversification and long-term holdings, and may implement client portfolios directly or through unaffiliated independent managers while performing ongoing oversight. Its disclosure materials explicitly address margin and borrowing-related risks and note that portfolios can involve strategies that include pledging securities or borrowing against accounts.
What distinguishes the firm from many peers is that its principal also serves as president of a certified public accounting practice and the advisory relationship can include tax preparation services as part of wealth management. The practice operates as a solo adviser serving a relatively small number of clients while overseeing a multi‑million dollar asset base and delegating implementation to independent managers when appropriate.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Fee options
$0 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.15% $10,000,001+: 0.05%
Main office location
Halcyon Wealth Management, LLC
3450 Penrose Place, Suite 150
Boulder CO 80301, United States
Number of offices
2
Most active in
Halcyon Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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