Wakefield Asset Management, Lllp

$454MAssets under management
as of Mar 2026 · SEC Form ADV
Englewood, CO
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No one at Wakefield Asset Management, Lllp has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $250M held · filed Mar 2024
Fidelity
Per Form ADV · $60M held · filed Mar 2024