LeadIQ logo
Learn more at LeadIQ.com

Weatherstone Capital Management Employee Directory

Financial ServicesColorado, United States2-10 Employees

Weatherstone Capital Management is a Denver-based investment advisory firm and a subsidiary of Transform Wealth, LLC. The firm specializes in actively managed investment strategies aimed at reducing risk and pursuing higher returns over full market cycles by adjusting portfolio holdings as conditions change. It serves independent broker/dealers and registered investment advisers, positioning itself as a third-party money manager within the financial services industry.
Located in Greenwood Village, Colorado, Weatherstone operates with a small team, providing services to professional investors and advisory networks. In recent years, the firm has disclosed stake purchases in several asset classes, including high-yield corporate bonds, energy infrastructure equities, and semiconductor-focused exchange-traded funds, reflecting an active approach to broad asset allocation and risk management.

Find Weatherstone Capital Management employees' phone numbers or email addresses

Weatherstone Capital Management Global Highlights

Location
Employees

North America
7

Minus sign iconPlus sign icon
  • United States Of America
    7

Weatherstone Capital Management's Leadership

  • Stylized image of a person
    M. B.
    Managing Director/Lead Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. P.
    Operations Associate
    Phone icon
    Mobile Phone

Weatherstone Capital Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Weatherstone Capital Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. B.
    Managing Director/Lead Portfolio Manager
    Phone icon
    Mobile Phone
    United States
    Jun 01, 2026
  • Stylized image of a person
    K. P.
    Operations Associate
    Phone icon
    Mobile Phone
    United States
    Oct 22, 2024

Frequently Asked Questions

What is Weatherstone Capital Management known for?

Minus sign iconPlus sign iconWeatherstone Capital Management was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 6400 South Fiddlers Green Circle Suite 1600 Greenwood Village, Colorado 80111 United States; you can contact the main corporate office by phone at
+1-303-452-****
. Explore Weatherstone Capital Management's company overview page for more information.

What is Weatherstone Capital Management's most common email format?

Minus sign iconPlus sign iconWeatherstone Capital Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Weatherstone Capital Management email formats with LeadIQ.

How many employees does Weatherstone Capital Management have currently?

Minus sign iconPlus sign iconWeatherstone Capital Management has approximately 5 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Weatherstone Capital Management's key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, Weatherstone Capital Management's key employees include:

  • Managing Director/Lead Portfolio Manager: M. B.
  • Operations Associate: K. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.