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Denver PWM LLC
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CRD # | 171139 |
SEC # | 801-79624 |
CIK # | 0001657980 |
AUM | $585.8 MM (2024-05-30) |
Employees | 16 (81% Investors, 0% Brokers) |
Phone | 720-354-3850 |
Address | 2000 South Colorado Boulevard Denver, CO 80222 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
NVDA | 399,550.0 | 1.5 | |
ORCL | 182,760.6 | 1.4 | |
MSFT | 1,918,222.4 | 1.0 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 297 | 110.0 |
(b) Individuals (high net worth individuals) | 191 | 438.6 |
(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 | 29 | 31.5 |
(h) Charitable organizations | 9 | 5.6 |
(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 | 1,678 | 585.8 |
By Discretionary | ||
Discretionary | 1,648 | 583.0 |
Non-Discretionary | 30 | 2.8 |
Total | 1,678 | 585.8 |
By Non-United States Persons | ||
Non-United States Persons | 6.6 | |
United States Persons | 579.2 | |
Total | 1,678 | 585.8 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001657980] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Rogan & Associates Inc
✚
|
FL | 0.6 |
Arcadia Investment Management Corp
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|
MI | 0.6 |
Atlas Legacy Advisors LLC
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CA | 0.6 |
USA Financial Formulas LLC
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|
MI | 0.6 |
Retireright LLC
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|
IA | 0.6 |
FCF Advisors LLC
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|
NY | 0.6 |
Winslow Asset Management Inc
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|
OH | 0.6 |
CFM Wealth Partners LLC
✚
|
TX | 0.6 |
Family WMS LLC
✚
|
GA | 0.6 |
Strategic Equity Management Inc
✚
|
AZ | 0.6 |