CayDen Wealth Management

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

8181 Arista Pl Unit 100, Broomfield, Col...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About CayDen Wealth Management

CayDen Wealth Management offers fiduciary, fee-only wealth management services, specializing in tax-efficient financial planning and investment management for high-performing young professionals and their households. They provide a range of services including financial foundations, emerging wealth management, and private wealth management, catering to individuals and families with varying income levels and investable assets. With a focus on proactive planning, CayDen aims to help clients minimize taxes, maximize cash flow, and build wealth through personalized financial strategies. Their team of certified financial planners is dedicated to putting clients' financial interests first, ensuring comprehensive support and guidance throughout the wealth-building process.Explore more
CayDen Wealth Management's Social MediaPopular SearchesCayDen Wealth ManagementCayDenSIC Code 62,628NAICS Code 52,523Show more

CayDen Wealth Management Org Chart

PhoneEmail
Shane Dennehy, President & Senior Financial Planner at CayDen Wealth Management
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President & Senior Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CayDen Wealth Management

<$5M
1-10
Private
-
2019
Shane Dennehy, President & Senior Financial Planner at CayDen Wealth Management
Shane DennehyPresident & Senior Financial Planner
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
1-10
Private
-
1998
SJ
Stefan JacksonFinancial Planner & Portfolio Manager
<$5M
1-10
Private
-
2014
CC
Carlos CelayaWealth Advisor & Owner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

CayDen Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CayDen Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CayDen Wealth Management.

CayDen Wealth Management Tech Stack

A closer look at the technologies used by CayDen Wealth Management

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Frequently Asked Questions Regarding CayDen Wealth Management

What is CayDen Wealth Management's official website?
CayDen Wealth Management's official website is www.caydenwm.com
What is CayDen Wealth Management's Revenue?
CayDen Wealth Management's revenue is <$5 Million
What is CayDen Wealth Management's SIC code?
CayDen Wealth Management's SIC: 62,628
What is CayDen Wealth Management's NAICS code?
CayDen Wealth Management's NAICS: 52,523
How many employees does CayDen Wealth Management have?
CayDen Wealth Management has 1-10 employees
What industry does CayDen Wealth Management belong to?
CayDen Wealth Management is in the industry of: Finance, Securities Trading
What is CayDen Wealth Management competition?
CayDen Wealth Management top competitors include: Jackson Wealth Management, Celaya Wealth Management, Dowd Financial Group, Freewood Private Wealth Management
What technology does CayDen Wealth Management use?
Some of the popular technologies that CayDen Wealth Management uses are: Sentry, WixStores, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager
What does CayDen Wealth Management do?

CayDen Wealth Management offers fiduciary, fee-only wealth management services, specializing in tax-efficient financial planning and investment management for high-performing young professionals and their households. They provide a range of services including financial foundations, emerging wealth management, and private wealth management, catering... to individuals and families with varying income levels and investable assets. With a focus on proactive planning, CayDen aims to help clients minimize taxes, maximize cash flow, and build wealth through personalized financial strategies. Their team of certified financial planners is dedicated to putting clients' financial interests first, ensuring comprehensive support and guidance throughout the wealth-building process.Read More

What are CayDen Wealth Management social media links?
CayDen Wealth Management Linkedin page
Is CayDen Wealth Management a public company?
CayDen Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about CayDen Wealth Management

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