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 registered investment adviser that serves individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and also offers hourly and fixed-fee engagements. It describes itself as an active ESG investor and uses third-party managers for alternative strategies rather than acting as a capital allocator. The business is structured as a corporation owned by an individual and maintains an affiliation with an insurance company. Its regulatory history traces to SEC registration in 2018, and it is operated as a single-state adviser according to filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1ZACHARY BOUCK
Managing Principal, Chief Investment OfficerCRD 5523748
Contacts
3 of 8Joseph 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 99Active vs passive
$388M in ETFs
64%
$248M
2%
$140M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $59.1M | 772,538 | 15.25% |
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