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LM

Leyder Murillo

WOLFPACK WEALTH MANAGEMENT
Denver, CO
Some features on this profile are disabled
CRD#: 6261681
LM

Professional summary


Leyder Murillo, who also goes by Aiden Murillo, is a registered financial advisor currently at WOLFPACK WEALTH MANAGEMENT located in Denver, Colorado.

Leyder is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Leyder has worked at 2 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Aiden Murillo

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name: Five M Holdings, LLC Investment Related: No Address of Other Business: 871 Coronado Center Drive, Suite 200, Henderson, NV 89052 Nature of Other Business: Holding company of rental properties and small businesses. Position/Title: Managing Member Start Date of Relationship: 12/12/2016 Number of hours/month devoted to other business: 3 hours Number of hours devoted to other business during securities trading hours: 0 hours Duties Related to Other Business: Analyzing financial data and completing internal accounting Name: Denver 303 Mobile Notary - self-employed Investment Related: No Address of Other Business: Denver, CO 80204 Nature of Other Business: Notary public in the State of Colorado Position/Title: Independent Notary Public Start Date of Relationship: 01/04/2023 Number of hours/month devoted to other business: 6 hours Number of hours devoted to other business during securities trading hours: 0 hours Duties Related to Other Business: Notarizing documents, & independent field inspections

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Leyder Murillo's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 29, 2019 - Present

WOLFPACK WEALTH MANAGEMENT

RIA
CRD#: 301719
Denver, CO
Past

May 19, 2015 - July 19, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
LOS ANGELES, CA
Past

September 25, 2014 - July 19, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
LOS ANGELES, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(7/29/2019)
IAR
Colorado
(1/6/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/21/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 5/16/2015
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WW
WOLFPACK WEALTH MANAGEMENT
WOLFPACK INVESTMENT MANAGEMENT | WOLFPACK WEALTH MANAGEMENT LLC | WOLFPACK WEALTH MANAGEMENT | WOLFPACK INVESTMENT MANAGEMENT LLC

CRD#: 301719 / SEC#:

California
Registered Investment Advisory firm - (7/29/2019 Approved)
Colorado
Registered Investment Advisory firm - (1/6/2023 Approved)
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Contact information


Main Address
Denver, CO
Mailing Address
600 17th Street Suite 2801f South, Denver, CO 80202
Phone number
(323) 205-5630
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts18
AUM (Assets Under Management)$ 570,630

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WOLFPACK WEALTH MANAGEMENT

CRD#: 301719Denver, CO

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