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Building 2DENVER WEALTH MANAGEMENT, INC.

Map pinDENVER, CO
Phone(303) 261-8015
NotebookSEC #801-114166
Total AUM
$529.8M
Employees
18
Clients
987

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4582 S ULSTER ST.
SUITE 1300
DENVER
CO 80237
United States
Operating Hours
7:30AM - 4:00PM MST
Monday - Friday
Phone
(303) 261-8015
Other Offices
3

ReceiptFinancials

Total AUM
$529.8M
Accounts
2,513
Discretionary
$529.1M
Accounts
2,512
Non-Discretionary
$651.9K
Accounts
1

ContactClients

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Individual Clients
775
AUM
$178.5M
HNW Individual Clients
211
AUM
$350.6M
Pension/Profit Sharing Plan Clients
1
AUM
$651.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOFLILKSLAMNMTNCNENMNVORSDTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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