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BERENZ WEALTH MANAGEMENT, LLC
CRD 168826
2 WEST DRY CREEK CIRCLE, SUITE 100, LITTLETON, CO, 80120, United States
Phone
303-734-7123
Fax
303-731-4122
Registration
— (—)
Source
State registered
Total AUM
$54.3M
Discretionary AUM
$53.7M
Team
3 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)FINANCIAL REPORTS AND CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 106 | $29.4M |
| High net worth individuals | 30 | $24.8M |
All web addresses on file
Official SEC filing: View on IAPD