Trent
Culver

Epiqwest Culver Wealth Advisors LLC

CRD#2403717
Investment Advisor
in Broomfield, CO

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About this Advisor

Trent Culver is a financial advisor based in Broomfield, Colorado, working with Epiqwest Culver Wealth Advisors LLC. Trent has previously held positions at Trent Culver Sole Proprietor, Epiqwest Financial Corporation, Epiqwest Investment Corporation, American Portfolios Financial Services, Inc, Epiqwest Culver Wealth Advisors LLC, and Asset Exchange. Trent has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Trent is part of Epiqwest Culver Wealth Advisors LLC, which operates out of Broomfield, Colorado. The firm has 13 employees and manages assets totaling $217.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Epiqwest Culver Wealth Advisors LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

360 Interlocken Blvd. Suite 104
Broomfield, CO 80021

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Epiqwest Culver Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$216,963,992

CO Average: $2,349,664,866
Total Number of Employees

13

CO Average: 28
Total Number of Accounts

565

CO Average: 1,101
Average Account Size

$384,007

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Trent Culver Work History

2020 - Present (5 years)

Epiqwest Culver Wealth Advisors LLC

2016 - Present (9 years)

Asset Exchange

2005 - Present (20 years)

Epiqwest Financial Corporation

1992 - Present (33 years)

Trent Culver Sole Proprietor

2013 - 2018 (5 years)

American Portfolios Financial Services, Inc

2007 - 2020 (13 years)

Epiqwest Investment Corporation

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Disclosures

Please visit the SEC profile of Trent Culver to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Epiqwest Culver Wealth Advisors LLC

Joshua Park
Broomfield, CO
Gabriel Veve
Broomfield, CO
Eric Veve
Broomfield, CO
Nikole Larson
Broomfield, CO
Ivan Sichkar
Broomfield, CO
Ronald Besonen
Broomfield, CO
Bryan Sullivan
Broomfield, CO
Mark Culver
Broomfield, CO

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