|
⚲
|
| Keyboard |
| Denver PWM LLC
✚
|
|
|---|---|
| CRD # | 171139 |
| SEC # | 801-79624 |
| CIK # | 0001657980 |
| AUM | 524.4 M (2026-03-31) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 720-354-3850 |
| Address | 2000 South Colorado Boulevard Denver, CO 80222 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.2 | ||
| Caterpillar Inc | 3.3 | ||
| Microsoft Corp | 2.4 | ||
| Costco Wholesale Corp /NEW | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 115 | 40.0 |
| (b) Individuals (high net worth individuals) | 89 | 429.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 39.3 |
| (h) Charitable organizations | 2 | 15.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 759 | 524.4 |
| By Discretionary | ||
| Discretionary | 759 | 524.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 759 | 524.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 524.4 | |
| Total | 759 | 524.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001657980] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
West Oak Capital LLC
✚
|
ID | 525.6 M |
|
Bostonpremier Wealth LLC
✚
|
MA | 525.2 M |
|
5th Street Advisors LLC
✚
|
CT | 524.5 M |
|
Essential Planning LLC
✚
|
NH | 524.4 M |
|
Mowery & Schoenfeld Wealth Management LLC
✚
|
IL | 524.4 M |
|
Pathway Financial Advisers LLC
✚
|
IN | 524.2 M |
|
Conifer Investments Ltd
✚
|
CT | 524.0 M |
|
DLK Investment Management
✚
|
CA | 524.0 M |
|
Convergence Investment Partners LLC
✚
|
FL | 523.6 M |
|
Financial Gravity Asset Management Inc
✚
|
TX | 523.4 M |