Steven
Vrooman
Wealth Watch Advisors, LLC
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About this Advisor
Steven Vrooman is a financial advisor operating in Englewood, Colorado, who has 6 years of industry experience. Vrooman is an advisor for Wealth Watch Advisors, LLC. Their career trajectory has included roles at Boulder Valley Church Of Christ, Wealth Watch Advisors, LLC, Senior And Family Financial, LLC, Safer Money Solutions and Steve Vrooman Insurance. Vrooman holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Colorado. Wealth Watch Advisors, LLC is a registered investment company that has its headquarters in Englewood, CO. The firm has offices in 47 locations and a total of 50 employees. It controls $234 million in total assets among its 2,500 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 2,500 accounts, 18% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Wealth Watch Advisors, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees largely vary depending on the type of services provided. However, fees billed by Wealth Watch Advisors, LLC may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Watch Advisors, LLC Brokerage Details
$234,203,049
50
2,500
$93,681
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Steven Vrooman Work History
Steven has been registered as a financial advisor for 6 years.*
Wealth Watch Advisors, LLC
Senior And Family Financial, LLC
Safer Money Solutions
Steve Vrooman Insurance
Boulder Valley Church Of Christ
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Vrooman 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 Wealth Watch Advisors, LLC
Jenks, OK
Yukon, OK
Washington, MI
San Antonio, TX
Chandler, AZ
Englewoood, CO
Colorado Springs, CO
Comer, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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