Cimarron Wealth Management, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

299627

SEC number

801-116955

Firm type

RIA

Assets under management

$327.3M as of May 13, 2026

Website

www.wealthwithapurpose.com ↗

Phone

970-249-9882

Address

1701 Niagara Rd, Montrose, CO, 81401

Advisors at this firm

10 in our index · page 1 of 1

• Lincoln Whitney AndersonCRD 7296943 · Montrose, CO
  IA Registered
• Ashley Noelle DejulioCRD 6926000 · Montrose, CO
  IA Registered
• Brian Keith DowCRD 6509981 · Rifle, CO
  IA RegisteredBroker
• Richard Lee FangenCRD 1708819 · Worley, ID
  IA Registered
  Disclosure event(s) on record
• Todd HeastyCRD 7346090 · Montrose, CO
  IA RegisteredBroker
• Kyle Anthony KyburzCRD 7070391 · Montrose, CO
  IA RegisteredBroker
• Adlai Joseph McmahonCRD 3193261 · Gunnison, CO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Michael Jonathan MurphyCRD 6886450 · Montrose, CO
  IA RegisteredBroker
• Kevin Scott SanderfordCRD 1708804 · Montrose, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Betty Jo TomlinsonCRD 3025229 · Montrose, CO
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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