Black Label Wealth Management, LLC is an adviser based in Durango. It manages $15 million of regulatory assets for 197 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Arizona, Colorado, Idaho, and 3 other states.
Black Label Wealth Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, market timing services, and sub-advisory services for other investment advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Black Label Wealth Management, LLC is $15 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Black Label Wealth Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Black Label Wealth Management, LLC performs its advisory services is located at 329 Jenkins Ranch Road, Durango, CO 81301 The mailing address of the firm is Po Box 4484, Durango, CO 81302. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 208-860-4244 or by fax 866-240-4612. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at www.blacklabelwealth.com.