Bagully Wealth Management Overview

  • Type
  • Wealth Management Firm

  • Professionals
  • 1

Professionals

Bagully Wealth Management General Information

Description

Bagully Wealth Management is a wealth management based in Golden, Colorado. The firm serves a diverse range of clients with unique financial goals, including retirement planning, wealth growth, legacy protection wealth transfer, legacy protection and estate planning, asset growth & tax reduction. The assets of the firm are managed by the executive management team.

Contact Information

Website
www.bagullywealthmanagement.com
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
Founder & Financial Advisor
Email
Phone
Corporate Office
  • 14143 Denver West Parkway
  • Suite 450
  • Golden, CO 80401
  • United States
+1 (720)

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Bagully Wealth Management Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Bagully Wealth Management Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Bagully Wealth Management Team (3)

Name Title Office
Caden Russell Chief Operating Officer Golden, CO
Kara Jett Chief Compliance Officer Golden, CO
Aaron Bagully Founder & Financial Advisor Golden, CO
To view Bagully Wealth Management’s complete team members history, request access »

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