Downing Street Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars. Financial planning was provided to 51–100 clients last fiscal year.
Downing Street Wealth Management reports 150 clients. They include 93 individual clients and 57 high-net-worth individuals. Of its assets, 88.6% ($156M across 520 accounts) are managed with discretion; $19.9M across 74 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 21% |
| High-net-worth individuals | 38% | 79% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 93 | $36.5M | 20.8% | $393K |
| High-net-worth individuals | 57 | $139M | 79.2% | $2.44M |
| Corporations and other businesses | Fewer than 5 | $4.51K | 0.0% | — |
| Total | 150 | $176M | 100% | — |
- Clients
- 93
- Regulatory AUM
- $36.5M
- AUM share
- 20.8%
- Avg. per client
- $393K
- Clients
- 57
- Regulatory AUM
- $139M
- AUM share
- 79.2%
- Avg. per client
- $2.44M
- Clients
- Fewer than 5
- Regulatory AUM
- $4.51K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 150
- Regulatory AUM
- $176M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Downing Street Wealth Management charges 0.70%–1.20% a year for its Investment Management. The fee is billed in advance, is negotiable and has a $2,500 annual minimum. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Planning is a fixed fee agreed in advance or billed hourly at $85.00 an hour; implementation-only meetings cost $3,000 to $6,000 initially, then $1,000 to $2,000 per meeting.
- Retirement Plan Advisory
- Retirement plan advisory fees are negotiated; asset-based fees will not exceed 0.5% annually, with a minimum of $2,500.
Robert Morrison owns 75% or more of Downing Street Wealth Management. The leadership team of Downing Street Wealth Management includes Chief Compliance Officer Robert Morrison. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Downing Street Wealth Management LLC
Robert Morrison
Control person · since January 2010
Downing Street Wealth Management’s regulatory assets grew from $158M (March 2025) to $176M (March 2026); clients were 150 in both filings and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $176M | 150 | 2 | 2 |
| Mar 2025March 2025 | $158M | 153 | 2 | 1 |
Besides its headquarters, Downing Street Wealth Management has 1 office, with 2 listed addresses across 2 states.
Arizona · 1 listed address
- 3430 E. Sunrise DR. #180, Tucson
Colorado · 1 listed address
- 6021 S. Syracuse Way, Suite 312, Greenwood VillageHQ
Other business names
Downing Street Wealth Management has reported 1 other business name to the SEC.
- Downing Street Wealth Management LLC
Contact and registration details
- Legal name
- Downing Street Wealth Management LLC
- Headquarters
- 6021 S. Syracuse Way, Suite 312, Greenwood Village, CO 80111
- Website
- downing-st.com
- Phone
- 720-360-0886
- SEC file
- 801-131457
- Structure
- Colorado LLC
- Fiscal year end
- December
Downing Street Wealth Management’s named custodians for separately managed accounts are Charles Schwab ($107M, 70%), Fidelity ($31.3M, 21%) and Altruist ($13.7M, 9%). Downing Street Wealth Management has custody of $11.5M for 23 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $107M70%
- AltruistAltruist Financial LLC · Jersey City, NJ · $13.7M9%
- FidelityNational Financial Services LLC · Boston, MA · $31.3M21%
At year end, Downing Street Wealth Management’s separately managed accounts were mostly in funds (79%).
What the accounts hold
- Stocks6%
- Funds79%
- Bonds1%
- Cash2%
- Other12%
- Managed fixed annuities12%
How many clients does Downing Street Wealth Management have?
Downing Street Wealth Management has 150 clients and manages $176 million for them, as of March 2026. They include 93 individual clients and 57 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Downing Street Wealth Management offer?
Downing Street Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Downing Street Wealth Management charge?
Downing Street Wealth Management charges 0.70%–1.20% a year for its Investment Management. The fee is billed in advance, is negotiable and has a $2,500 annual minimum.
Which custodians does Downing Street Wealth Management use?
Downing Street Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $107M, National Financial Services LLC (Boston, MA), with $31.3M and Altruist Financial LLC (Jersey City, NJ), with $13.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Downing Street Wealth Management have?
Downing Street Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Downing Street Wealth Management invest in?
At the end of its last fiscal year, Downing Street Wealth Management’s separately managed accounts held 79% registered funds (mutual funds, ETFs, BDCs), 12% other, 6% exchange-traded equities, 2% cash and equivalents and 1% state and local bonds. The 12% other category is described as: Managed Fixed Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Downing Street Wealth Management?
Downing Street Wealth Management’s direct owner is Robert Morrison (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Downing Street Wealth Management get paid?
Downing Street Wealth Management is paid through a percentage of assets under management, hourly charges 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 Downing Street Wealth Management?
Downing Street Wealth Management’s main office is at 6021 S. Syracuse Way, Suite 312, Greenwood Village, CO 80111. Its phone number is 720-360-0886. Its website is downing-st.com.