Stephen Thompson Warren
Investment adviser representative at Causey Wealth LLC
10 yearsExperience
1 stateRegistered in
$393.2MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Causey Wealth LLCJul 2024 to now
- Causey Demgen & Moore PcOct 2016 to Jun 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
Causey Wealth LLC
$393.2MAssets managed
185Clients
4Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7709993
- Firm CRD
- 331134