Causey Wealth LLC is a fee-only wealth management and financial planning firm based in Greenwood Village, Colorado, serving clients nationwide as an SEC-registered investment adviser. The firm describes its approach as comprehensive and holistic, offering guidance across the spectrum of wealth. Its services include financial planning and investment advisory, helping clients address their financial needs through advice tailored to their circumstances.

Causey Wealth also provides trustee services and litigation support, extending its work beyond conventional investment and planning matters. The firm makes information about its advisory services and regulatory disclosures available through materials such as Form CRS and Forms ADV Part 2A and 2B. Clients and prospective clients can contact the firm by phone or email, while existing clients have access to a dedicated client portal.

Causey Wealth is located at 6400 S Fiddlers Green Circle, Suite 975, in Greenwood Village. Its website also shares information about the firm, its team, services, privacy policy, and client access, helping visitors learn about the organization and connect with its advisers