Denver Wealth Management, Inc.
● SEC registered since 2018CRD 284868SEC# 801-114166Denver, CO
Reg. AUM
$529.8M
Employees
18
Accounts
2,513
Location
Denver, CO
Denver Wealth Management, Inc. assets under management
Denver Wealth Management, Inc. is an SEC-registered investment adviser based in Denver, CO. The firm has been registered since 2018. It reports $529.8 million in regulatory assets under management and employs 18 people.
Denver Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryson Blair Braden Control | Principal And Chief Compliance Officer | 50-75% | 2016 |
| Zachary Tobias Bouck Control | Chief Investment Officer, Principal | 50-75% | 2016 |
Frequently asked questions
How much does Denver Wealth Management, Inc. manage?
Denver Wealth Management, Inc. reports $529.8 million in regulatory assets under management on its Form ADV.
How many employees does Denver Wealth Management, Inc. have?
Denver Wealth Management, Inc. reports 18 employees.
Where is Denver Wealth Management, Inc. located?
Denver Wealth Management, Inc. is based in Denver, CO and has been SEC-registered since 2018.
Does Denver Wealth Management, Inc. disclose fund performance?
Denver Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4582 S Ulster St., Suite 1300, Denver, CO 80237 |
| Phone | (303) 261-8015 |
| Fax | (720) 285-1923 |
| Office hours | 7:30a.m. - 4:00p.m. Mst |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1909800 |
| Discloses disciplinary history | No |
Regulatory AUM
$529.8M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$529.8Mregulatory AUM
Discretionary $529.1MNon-discretionary $652K