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Carlie Jeanine Campuzano

Millennial Wealth Management, LLC

Broomfield, CO

CRD 8231342

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Employer firm

Millennial Wealth Management, LLC CRD 284746

$36.0M regulatory AUM 17 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Millennial Wealth Management, Llc

2095 W. 6Th Avenue Suite 112, Broomfield, CO 80020 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-29
CO RA APPROVED 2026-05-29
TX RA APPROVED 2026-05-29
  • CA RA
    APPROVED
    Since 2026-05-29
  • CO RA
    APPROVED
    Since 2026-05-29
  • TX RA
    APPROVED
    Since 2026-05-29

Branch Locations

2095 W. 6Th Avenue Suite 112, Broomfield, CO 80020 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Millennial Wealth Management Broomfield CO 02/2026 Present
City Of Aurora Aurora CO 12/2018 Present
Kimley-Horn & Associates Los Angeles CA 07/2015 12/2018
  • 02/2026 → Present
    Millennial Wealth Management
    Broomfield, CO
  • 12/2018 → Present
    City Of Aurora
    Aurora, CO
  • 07/2015 → 12/2018
    Kimley-Horn & Associates
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-29
  • S65 Uniform Investment Adviser Law Examination
    2026-05-29
Other Names
  • Carlie Jeanine Hochberg
  • Carlie Campuzano

View on SEC IAPD

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Nearby Investors

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Nearby Offices

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CETERA INVESTMENT ADVISERS LLC · BROOMFIELD, CO
LPL FINANCIAL LLC · BROOMFIELD, CO

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