Wyck Joseph Brown

Employer firm

Innovest Portfolio Solutions LLC CRD 106110

467 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 04/2018
  Alps Advisors Inc
  Denver, CO
• 04/2018 → 02/2020
  Red Rocks Capital
  Denver, CO
• 10/2019 → 04/2023
  Quarter Inc
  Niwot, CO
• 05/2024 → 08/2025
  Cr3 Markets Inc.
  Greenwood Village, CO
• 05/2025 → 08/2025
  Cr3 Capital Partners
  Greenwood Village, CO
• 08/2025 → Present
  Innovest Holdings, Inc.
  Denver, CO
• 11/2021 → Present
  Castle Placement, Llc
  New York, NY

Other Businesses

2. Castle Placement, LLC; Yes; 1460 Broadway, NY, NY 10036; Limited Purpose Broker-Dealer; Investment Banker; Managing Director; 11/1/21; 15; 2/mo; Private capital raises 5. Innovest Holdings, Inc.; Yes; 7979 East Tufts Avenue, #1700, Denver, CO 80237; Registered Investment Advisor; Investment Consultant;VP; 8/1/2025; 180; 8; Consultant to institutional clients on investment portfolios 3. Chamberlin Capital LLC; no; 2482 South Adams St, Denver, CO 80210; Consulting for fintech startups and/or alternative investment fund start-ups; owner (100%);02/07/2019; 0-2;0-1; consulting

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-01-08

Designations

• Chartered Financial Analyst

Other Names

• Joseph Wyck Brown