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, individual-owned Registered Investment Adviser that provides financial planning and portfolio management primarily for individual and family clients and for small businesses. Registered with the SEC since 2018, the firm charges clients via a combination of percentage-of-AUM fees plus hourly and fixed fees, and reports an active interest in ESG investing. It is not structured as a capital allocator and does not present itself as a multi-state adviser; one industry link noted is an affiliation with an insurance company.
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 8
Joseph Garry
Wealth Management AssociateCRD 7320294
Isaac Russo
Registered RepresentativeCRD 7382752
Anthony Pelz
Financial AdvisorCRD 5284451
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 101Active 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 | 16.07% |
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
Similar firms
Denver Pwm, LLC
RIADenver, CO
Crescat Portfolio Management LLC
RIADenver, CO
Origin Credit Advisers, LLC
RIADenver, CO
Oakwood Real Estate Partners, LLC
RIADenver, CO
Saturn Five Advisors LLC
RIADenver, CO
Freif Advisors LLC
RIADenver, CO