Nathanael Adam Koch

Employer firm

Causey Wealth LLC CRD 331134

$393M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 06/2007 → Present
  Causey Demgen & Moore Pc
  Denver, CO

Previous Registrations

• 2007-07-13 → 2024-07-01
  Causey Demgen & Moore P.C.
  Denver, CO
  Denver, CO
• 2004-10-04 → 2007-06-04
  Pacific West Financial Consultants Inc
  Renton, WA
• 2004-04-27 → 2004-10-04
  Mowatt Financial Advisors, Llc
  Englewood, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-12
• S63 Uniform Securities Agent State Law Examination
  1999-01-26