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Ashley N. Dejulio
CIMARRON WEALTH MANAGEMENT
GUNNISON, CO 81230
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CRD#: 6926000
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Professional summary
Ashley Noelle Dejulio, who also goes by Noelle Dejulio, is a registered financial advisor currently at CIMARRON WEALTH MANAGEMENT, INC. located in Gunnison, Colorado.
Ashley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Ashley has worked at 1 firm and has passed the Series 65 and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Noelle Dejulio
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.
1.Superior Fire Protection, LLC. 65790 Racine Road, Unit 1, Montrose CO 81403. 32 hrs/mo total and during trading hours. 01/2015 is start date. No ownership. Assist with accounting functions. Non-Investment Related 2.OK Holdings, LLC. 1701 Niagara Rd, Montrose, CO 81401. 3 hr/mo total and during trading hours. 4/2018 is start date. No ownership. Assist with accounting functions. Non-Investment Related 3.OK Gunnison, LLC. 1701 Niagara Rd, Montrose, CO 81401. 1 hr/mo total and during trading hours. 4/2019 is start date. No ownership. Assist with accounting functions. Non-Investment Related 4.Niagara Properties, LLC. 1701 Niagara Rd, Montrose, CO 81401. 1 hr/mo total and during trading hours. 6/2020 is start date. No ownership. Assist with accounting functions. Non-Investment Related 5. Southmont Solutions CPA, LLC - 65790 Racine Rd, Unit 1, Montrose, CO 81403. 0 hr/mo total and during trading hours. 1/2017 is start date. Sole owner. Duties: Setup to do accounting and tax prep. Non- Investment Related. 6. TLA Holdings, Ltd - 650 N. Main St. Delta, CO 81416. 16hr/mo total and none during trading hours. 9/2016 is start date. Accounting for Lodge in Alaska. Duties: Accounting functions. Non - Investment Related. 7. 2/26/2018 - Cimarron Wealth Management, Inc.. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin. - 120 Hours Per Month, 80 Hours During Securities Trading - I provide administrative support to Cimarron Wealth Management, Inc., an independent investment advisor firm. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Ashley Noelle Dejulio'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®
NoneExperience
Current
February 15, 2021 - Present
CIMARRON WEALTH MANAGEMENT, INC.
Office #1: 1115 N. Main St. Suite A, Gunnison, CO 81230Office #2: 1701 Niagara Rd, Montrose, CO 81401RIA
CRD#: 299627
GUNNISON, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CIMARRON WEALTH MANAGEMENT, INC.
CIMARRON WEALTH MANAGEMENT, INC. | COLORADO WEST WEALTH MANAGEMENT, LLC | COLORADO WEST INVESTMENTS, INC.
CRD#: 299627 / SEC#: 801-116955
RIA
Registered Investment Advisory firm - (7/11/2019 Approved)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
Colorado(2/15/2021)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
CW
CIMARRON WEALTH MANAGEMENT, INC.
CIMARRON WEALTH MANAGEMENT, INC. | COLORADO WEST WEALTH MANAGEMENT, LLC | COLORADO WEST INVESTMENTS, INC.
CRD#: 299627 / SEC#: 801-116955
RIA
Registered Investment Advisory firm - (7/11/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1701 Niagara Rd, Montrose, CO 81401
Mailing Address
Phone number
(970) 249-9882
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 462 |
| AUM (Assets Under Management) | $ 230,486,824 |
Red Flags
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Company Information
CIMARRON WEALTH MANAGEMENT, INC.
CRD#: 299627Gunnison, CO 81230TRUST BUT VERIFY
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