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| Happy Holidays!! thanks for using AUM13F!! |
| Denver Wealth Management Inc
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| CRD # | 284868 |
| SEC # | 801-114166 |
| CIK # | 0001909800 |
| AUM | $435.7 M (2025-05-13) |
| Employees | 18 (56% Investors, 67% Brokers) |
| Phone | 303-261-8015 |
| Address | 4582 S Ulster St Denver, CO 80237 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.7 | ||
| Home Depot Inc | 1.6 | ||
| Nvidia Corp | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 737 | 162.6 |
| (b) Individuals (high net worth individuals) | 155 | 272.5 |
| (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 | 0.6 |
| (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 | 2,213 | 435.7 |
| By Discretionary | ||
| Discretionary | 2,212 | 435.1 |
| Non-Discretionary | 1 | 0.6 |
| Total | 2,213 | 435.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 434.9 | |
| Total | 2,213 | 435.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001909800] |
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|---|---|---|
|
WFA Asset Management Corp
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WI | 0.4 |
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Lefavi Wealth Management Inc
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UT | 0.4 |
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The Milwealth Group LLC
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Silverleafe Capital Partners LLC
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Family Financial Solutions Group LLC
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Rezny Wealth Management Inc
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Jacksonville Wealth Management LLC
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FL | 0.4 |
|
Mosaic Pacific Investment Advisors LLC
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HI | 0.4 |
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Financial Avengers Inc
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|
CA | 0.4 |
|
Robert L Bender Inc DBA Robert Bender & Associates
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|
CA | 0.4 |