{"url":"https://nivawealth.com/firms/cultivate-wealth-partners-340314","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/340314","regulatoryAum":125329239,"crd":"340314","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6428483","suffix":null,"lastName":"Nachtweih","firstName":"David","middleName":"Adam"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136070","legalName":"Cultivate Wealth Partners LLC","displayName":"Cultivate Wealth Partners","slug":"cultivate-wealth-partners-340314","website":"https://cultivatewealthpartners.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/340314/081d933e41db7a69-r1.webp","tone":"light","width":969,"height":200,"sourceUrl":"https://cultivatewealthpartners.com/","sourceLabel":"Cultivate Wealth Partners, 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CULTIVATE WEALTH PARTNERS LLC"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T18:14:16.326205+00:00","documents":[{"name":"FORM ADV PART 2A-  CULTIVATE WEALTH PARTNERS LLC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056352","versionId":1056352,"submittedOn":"2026-08-28"}]},"custodians":[{"name":"SEI Investments Management Corp","shortName":"SEI Investments Management","location":"Oaks, PA","smaAssets":125329239}],"custodyNote":"Cultivate Wealth Partners does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"David Nachtweih","title":"Managing Member and Chief Compliance Officer","crd":"6428483"}],"ownership":[{"label":"David Nachtweih","detail":"Managing member and chief compliance officer in the 75% or more ownership band and a control person, since March 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cultivate Wealth Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Cultivate Wealth Partners charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cultivate Wealth Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cultivate Wealth Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cultivate Wealth Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cultivate Wealth Partners?","answer":"Cultivate Wealth Partners’ direct owner is David Nachtweih (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 28 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cultivate Wealth Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Cultivate Wealth Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 28 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}