A & I Wealth Management

CRD 148357 · Lone Tree, CO · $560.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 148357
SEC number: 801-69819
Firm type: RIA
Assets under management: $560.0M as of Apr 8, 2026
Website: www.linkedin.com/company/a&i-financial-services ↗
Phone: 303-690-5070
Address: 9605 Kingston Court, Lone Tree, CO, 80112

Advisors at this firm

8 in our index · page 1 of 1

Cassidy J ButlerCRD 7628458 · Lone Tree, CO

IA RegisteredBroker
Judson E CassCRD 4366653 · Lone Tree, CO

IA RegisteredBroker
Stacey Katrina FrankCRD 5055901 · Lone Tree, CO

IA RegisteredBroker
Francois GiguereCRD 6382162 · Lone Tree, CO

IA RegisteredRegistration inactive
Peter Frederic LengsfeldCRD 2602766 · Lone Tree, CO

IA RegisteredBroker
Marla Anne MasonCRD 4663035 · Lone Tree, CO

IA RegisteredBroker
Julie Cameron MorganCRD 4442645 · Lone Tree, CO

IA RegisteredBroker
David Lee StevensCRD 1444819 · Lone Tree, CO

IA RegisteredBroker

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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