Causey Wealth
Causey Wealth LLC (“Causey Wealth”) is a fee-only SEC-registered investment adviser. As an Investment Adviser registered with the Securities and Exchange Commission, we maintain a fiduciary relationship with our clients, the highest standard of care. We focus our practice on working exclusively with high-net-worth individuals, families, and institutional clients towards achieving their financial goals through comprehensive financial planning and the management of institutional-grade investment portfolios.
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Verified contacts
3
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
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no listings
Distinct roles
2
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- SW
Stephen Warren
Co-cio & Director of Investments · Finance & Accounting
EmailPhone - TI
Tim Itin
Regional Director - Mountain West · General Business & Management
EmailPhone
Showing 2 of 3 verified contacts
Top roles at Causey Wealth
2 distinct titles indexed · top 2 shown.
- 1co-cio & director of investments
- 1regional director - mountain west
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