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DENVER PWM, LLC
CRD 171139 · SEC 801-79624
2000 SOUTH COLORADO BOULEVARD, TOWER ONE SUITE 3700, DENVER, CO, 80222, United States
Phone
720-354-3850
Fax
720-354-3860
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$524.4M
Discretionary AUM
$524.4M
Team
6 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 115 | $40.0M |
| High net worth individuals | 89 | $429.9M |
| Pension/profit sharing plans | 15 | $39.3M |
| Charitable organizations | 2 | $15.1M |
States served
AL, AZ, CA, CO, ID, KS, MI, NE, NJ, OR, PA, SC, UT, VA, MO, WA, TX, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD