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| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| Denver PWM LLC
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|---|---|
| CRD # | 171139 |
| SEC # | 801-79624 |
| CIK # | 0001657980 |
| AUM | $554.1 M (2025-06-17) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 720-354-3850 |
| Address | 2000 South Colorado Boulevard Denver, CO 80222 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.8 | ||
| Microsoft Corp | 3.1 | ||
| Nvidia Corp | 2.6 | ||
| Oracle Corp | 2.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 174 | 53.7 |
| (b) Individuals (high net worth individuals) | 134 | 454.3 |
| (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 | 20 | 13.0 |
| (h) Charitable organizations | 0 | 12.0 |
| (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 | 8 | 21.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,078 | 554.1 |
| By Discretionary | ||
| Discretionary | 1,078 | 554.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,078 | 554.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.7 | |
| United States Persons | 549.4 | |
| Total | 1,078 | 554.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001657980] |
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