Cherry Creek Family Offices, Llc
- Regulatory AUM
- $2.0B
- Discretionary
- $164M
- Clients
- 26
- Avg AUM / client
- $77.8M
- Accounts
- 1,284
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of Feb 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 20 | $2.0B | 97.5% |
| Pooled investment vehicles (non-investment companies) | 6 | $50.9M | 2.52% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $29.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ccfo Select Fund, Llc | Other Private Fund | Delaware | $29.3M | 22 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy Joel Ulfig | Managing Member And Chief Executive Officer | Jan 2011 (16y) | 25% – 50% | |
| Novak, William, Benjamin | Chief Compliance Officer | Feb 2012 (15y) | 5% – 10% | |
| Weldon, Kent, Raymond | Managing Member And Sole Owner | Nov 2020 (6y) | ≈ 0% – 5% via Bravura Capital, Llc | |
| Kevin William Burke | Managing Partner | Nov 2021 (5y) | ≈ 18.75% – 50% via Acl Cherry Creek Llc | |
| Christin James Mc Partlan | Registered representative | May 2016 (10y) | ||
| Corey Brian Mckiernan | Registered representative | May 2018 (8y) | ||
| Cara Elise Sosebee | Registered representative | Aug 2025 (1y) | ||
| Jason Perlioni | Registered representative | Nov 2025 (1y) | ||
| Morgan Antonette Atwell | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Acl Cherry Creek Llc | Owner | Mar 2022 | A | 25% – 50% |
| Bravura Capital, Llc | Owner | Mar 2022 | A | Less than 5% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Weldon, Kent, Raymond: 75% – 100% of Bravura Capital, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
- Kevin William Burke: 75% – 100% of Acl Cherry Creek Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $29.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ccfo Select Fund, Llc | Other Private Fund | $29.3M | $0 | 22 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/24/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $478M (24% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 24, 2026.
View current Form ADV (SEC/IAPD) ↗