Denver Pwm, LLC

RIASEC RegisteredEst. 2014
Total AUM
$524M
Discretionary
$524M
100% of AUM
Avg account
$691K
Accounts
759
Employees
6
Advisory reps
7

Firm details

Headquarters
Denver, Colorado
CRD number
171139
Registered since
April 24, 2014
Website
denverpwm.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI81.99%
  • Individuals7.63%
  • Pension & Profit Sharing Plans7.49%
  • Charitable Organizations2.89%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Denver Pwm, LLC is an independent, owner-operated RIA formed in 2014. The firm works with individual and family clients as well as institutional accounts, providing financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. The firm identifies as an active ESG investor and lists an accountant among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 62%, Private Funds 11%, Exchange Traded Equities 8%, Investment Grade Corp Bonds 8%, US Government Bonds 7%, Cash & Cash Equivalents 4%, State & Local Bonds 3%62%
  • Public Funds/Mutual Funds62%
  • Private Funds11%
  • Exchange Traded Equities8%
  • Investment Grade Corp Bonds8%
  • US Government Bonds7%

Contacts

3 of 7
  • Andrew Kelleher

    Andrew Kelleher

    Senior Wealth AdvisorCRD 5717246

  • Timothy Kulick

    Timothy Kulick

    Senior Wealth AdvisorCRD 3156720

  • Brian Rettig

    Brian Rettig

    Director of InvestmentsCRD 2874148

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 50

Active vs passive

$299M in ETFs

Passive

77%

$232M

Active

23%

$67.6M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP GROWTH ETF (SCHG)SchwabPassiveLarge Growth$26.4M736,5498.81%
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Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
2000 S Colorado Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth