Denver Wealth Management, Inc.
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 284868
- Registered since
- October 19, 2018
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI66.19%
- Individuals33.69%
- Pension & Profit Sharing Plans0.12%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Denver Wealth Management, Inc. is an independent, individually owned registered investment adviser that began SEC registration in 2018. The firm focuses on serving individual and family clients and offers financial planning and portfolio management services for individuals and small businesses. Its fee arrangements include percentage-of-AUM pricing as well as hourly and fixed-fee engagements. The firm identifies as an active ESG investor and lists an insurance company affiliation among its industry ties. It does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities57%
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Zachary Bouck
Managing Principal, Chief Investment OfficerCRD 5523748
Contacts
3 of 11
Bryson Braden
Managing PrincipalCRD 5721333
Anthony Pelz
Financial AdvisorCRD 5284451
Alexander Wimmer
ParaplannerCRD 6873126
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 100Active vs passive
$454M in ETFs
59%
$267M
5%
$187M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $73M | 830,210 | 16.08% |
Location
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
- 4582 S Ulster St
- Time zone
- MT (UTC-7)
- Office locations
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