DFX Intelligence

Data Factory

RIA / WealthAdvisor32 years in industry

GEOFFREY TODD GERVASINI

Advisor at WAKEFIELD ASSET MANAGEMENT, LLLP

ENGLEWOOD, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5a9583d6-15ef-692d-346c-5933cd165f49

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 4, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WAKEFIELD ASSET MANAGEMENT, LLLP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 2
Registered states: 3
Exams: S63|S65
First exam: Feb 1, 1994
First registration: Jan 4, 2000
Dual registered: no
Other names: TODD GERVASINI
IAPD individual key: 2443483

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WAKEFIELD WEALTH MANAGEMENT, LLLP	Independent wealth	Jan 9, 2015	n/a	yes	ENGLEWOOD, CO	Current employment
WAKEFIELD ASSET MANAGEMENT, LLLP	Independent wealth	Oct 31, 2007	n/a	yes	ENGLEWOOD, CO	Current employment
WAKEFIELD ASSET MANAGEMENT, INC.	n/a	Jan 20, 2004	Dec 20, 2007	no	DENVER, CO	Previous registration
CAPITAL WEST ASSET MANAGEMENT LLC	n/a	Jan 4, 2000	Nov 20, 2003	no	GREENWOOD VILLAGE, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WAKEFIELD ASSET MANAGEMENT, INC.	WAKEFIELD ASSET MANAGEMENT, LLLP	Dec 20, 2007	Oct 31, 2007	-50	Firm change after gap	Other
CAPITAL WEST ASSET MANAGEMENT LLC	WAKEFIELD ASSET MANAGEMENT, INC.	Nov 20, 2003	Jan 20, 2004	61	Firm change	Other

Relationships

Registered with (4)

→ WAKEFIELD WEALTH MANAGEMENT, LLLPRegistered adviserregistration: current employment
Jan 9, 2015 to presentfactForm ADV
→ WAKEFIELD ASSET MANAGEMENT, LLLPRegistered adviserregistration: current employment
Oct 31, 2007 to presentfactForm ADV
→ WAKEFIELD ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 20, 2004 to Dec 20, 2007factForm ADV
→ CAPITAL WEST ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 4, 2000 to Nov 20, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5a9583d6-15ef-692d-346c-5933cd165f49
First observed: Jan 4, 2000
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GEOFFREY TODD GERVASINI

Advisor at WAKEFIELD ASSET MANAGEMENT, LLLP

ENGLEWOOD, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5a9583d6-15ef-692d-346c-5933cd165f49

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:27 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

WAKEFIELD WEALTH MANAGEMENT, LLLP

Independent wealth

Jan 9, 2015

n/a

yes

ENGLEWOOD, CO

Current employment

WAKEFIELD ASSET MANAGEMENT, LLLP

Independent wealth

Oct 31, 2007

n/a

yes

ENGLEWOOD, CO

Current employment

WAKEFIELD ASSET MANAGEMENT, INC.

n/a

Jan 20, 2004

Dec 20, 2007

DENVER, CO

Previous registration

CAPITAL WEST ASSET MANAGEMENT LLC

n/a

Jan 4, 2000

Nov 20, 2003

GREENWOOD VILLAGE, CO

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WAKEFIELD ASSET MANAGEMENT, INC.

WAKEFIELD ASSET MANAGEMENT, LLLP

Dec 20, 2007

Oct 31, 2007

-50

Firm change after gap

Other

CAPITAL WEST ASSET MANAGEMENT LLC

WAKEFIELD ASSET MANAGEMENT, INC.

Nov 20, 2003

Jan 20, 2004

Firm change

Other