Cultivate Wealth Partners provides financial planning and portfolio management for individuals and small businesses.
Cultivate Wealth Partners reports 85 clients. They include 62 individual clients and 23 high-net-worth individuals. Of its assets, 100.0% ($125M across 149 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 73% | 12% |
| High-net-worth individuals | 27% | 88% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 62 | $15M | 11.9% | $241K |
| High-net-worth individuals | 23 | $110M | 88.1% | $4.8M |
| Total | 85 | $125M | 100% | $1.47M |
- Clients
- 62
- Regulatory AUM
- $15M
- AUM share
- 11.9%
- Avg. per client
- $241K
- Clients
- 23
- Regulatory AUM
- $110M
- AUM share
- 88.1%
- Avg. per client
- $4.8M
Total
- Clients
- 85
- Regulatory AUM
- $125M
- AUM share
- 100%
- Avg. per client
- $1.47M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Cultivate Wealth Partners charges 0.50%–1.00% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial plans are a negotiated fixed fee between $2,000 and $20,000, paid in quarterly installments in arrears.
David Nachtweih owns 75% or more of Cultivate Wealth Partners. The leadership team of Cultivate Wealth Partners includes Chief Compliance Officer David Nachtweih. It has 1 employee.
Leadership
- David NachtweihManaging Member and Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Cultivate Wealth Partners LLC
David Nachtweih
Control person · since March 2026
Besides its headquarters, Cultivate Wealth Partners has 0 offices, with 1 listed address in Colorado.
Colorado · 1 listed address
- 390 Interlocken Crescent, Suite 350, BroomfieldHQ
Contact and registration details
- Legal name
- Cultivate Wealth Partners LLC
- Headquarters
- 390 Interlocken Crescent, Suite 350, Broomfield, CO 80021
- Website
- cultivatewealthpartners.com
- Phone
- 720-961-2805
- @cultivate-wealth-partners
- SEC file
- 801-136070
- Structure
- Colorado LLC
- Fiscal year end
- December
Cultivate Wealth Partners uses SEI Investments Management ($125M) as custodian for its separately managed accounts. Cultivate Wealth Partners does not have custody of client assets.
- SEI Investments ManagementSEI Investments Management Corp · Oaks, PA · $125M100%
At year end, Cultivate Wealth Partners’ separately managed accounts were mostly in stocks (64%) and funds (31%).
What the accounts hold
- Stocks64%
- Funds31%
- Cash4%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Cultivate Wealth Partners have?
Cultivate Wealth Partners has 85 clients and manages $125 million for them, as of August 2026. They include 62 individual clients and 23 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 August 2026
What services does Cultivate Wealth Partners offer?
Cultivate Wealth Partners provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Cultivate Wealth Partners charge?
Cultivate Wealth Partners charges 0.50%–1.00% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable.
Source: FORM ADV PART 2A- CULTIVATE WEALTH PARTNERS LLC, filed 28 August 2026
Which custodians does Cultivate Wealth Partners use?
Cultivate Wealth Partners’ separately managed account assets are held at SEI Investments Management Corp (Oaks, PA), with $125M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 August 2026
How many financial advisors does Cultivate Wealth Partners have?
Cultivate Wealth Partners has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Cultivate Wealth Partners invest in?
At the end of its last fiscal year, Cultivate Wealth Partners’ separately managed accounts held 64% exchange-traded equities, 31% registered funds (mutual funds, ETFs, BDCs) and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cultivate Wealth Partners?
Cultivate Wealth Partners’ direct owner is David Nachtweih (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 August 2026
How does Cultivate Wealth Partners get paid?
Cultivate Wealth Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Cultivate Wealth Partners?
Cultivate Wealth Partners’ main office is at 390 Interlocken Crescent, Suite 350, Broomfield, CO 80021. Its phone number is 720-961-2805. Its website is cultivatewealthpartners.com.