|
⚲
|
| Keyboard |
| Denver Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 284868 |
| SEC # | 801-114166 |
| CIK # | 0001909800 |
| AUM | 529.8 M (2026-04-28) |
| Employees | 18 (50% Investors, 61% Brokers) |
| Fees | |
| Minimum | |
| Phone | 303-261-8015 |
| Address | 4582 S Ulster St Denver, CO 80237 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.8 | ||
| PNC Financial Services Group Inc | 2.3 | ||
| Nvidia Corp | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 775 | 178.5 |
| (b) Individuals (high net worth individuals) | 211 | 350.6 |
| (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 | 0 | 0.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,513 | 529.8 |
| By Discretionary | ||
| Discretionary | 2,512 | 529.1 |
| Non-Discretionary | 1 | 0.7 |
| Total | 2,513 | 529.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 529.4 | |
| Total | 2,513 | 529.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001909800] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Robertson Investment Management
✚
|
TX | 534.1 M |
|
Jacksonville Wealth Management LLC
✚
|
FL | 533.5 M |
|
DST Wealth Management LLC
✚
|
CA | 532.1 M |
|
Pension & Wealth Management Advisors Inc
✚
|
MA | 529.8 M |
|
Gagnon Securities LLC
✚
|
NY | 529.7 M |
|
Sa Mason LLC
✚
|
MI | 528.7 M |
|
Peterson Wealth Services Inc
✚
|
UT | 528.5 M |
|
Noble Family Wealth LLC
✚
|
FL | 527.5 M |
|
Compass Financial Advisory Services LLC
✚
|
FL | 527.2 M |
|
Core Planning LLC
✚
|
MO | 525.0 M |