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  3. Lamar
  4. Wealth Management

New Wealth Management Businesses in Lamar, CO

1 wealth management businesses recently registered in Lamar, Colorado.

Updated August 19, 2026 · Most recent business filing Nov 11, 2025

1
Total Filings
Nov 11, 2025
Most Recent
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About Wealth Management Businesses in Lamar

This page lists new wealth management businesses registered in Lamar, Colorado. We currently track 1, sourced directly from the Colorado Division of Corporations and refreshed daily as new wealth management companies file.

Recent additions include Harvey Investment Management. The most recent wealth management business filing was on Nov 11, 2025.

Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to wealth management businesses in Lamar, this is one of the freshest prospect lists in the market.

Use recent wealth management registrations in Lamar as a timing signal, then qualify each company by formation date, website, and verified contact availability.

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All Filings

Harvey Investment Management

Nov 11, 2025
Wealth ManagementVerifiedLamar, CO

Based on its website, Harvey Investment Management is a fiduciary financial advisory firm based in Colorado Springs, CO. It offers wealth management, financial planning, and investment management services. The firm is SEC-registered and has a local Colorado presence, aligning with the filing's Colorado address.

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