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 registered investment adviser formed in 2014 that serves both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include asset-based charges as well as hourly and fixed-fee engagements. Denver Pwm identifies as an active ESG investor and lists an accounting professional affiliation among its industry connections.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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

  • MATTHEW DUPREE

    Head Finance and OperationsCRD 2583732

  • HAROLD CLASSICK

    PresidentCRD 2562034

  • 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 48

Active vs passive

$288M in ETFs

Passive

79%

$227M

Active

21%

$61.1M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP GROWTH ETF (SCHG)SchwabPassiveLarge Growth$25.3M741,3768.78%
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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