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PRIVATE CLIENT WEALTH ADVISORS, LLC
CRD 172613
1040 SOUTH GAYLORD STREET, SUITE 12, DENVER, CO, 80209, United States
Phone
303-945-2222
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$42.4M
Discretionary AUM
$41.2M
Team
3 total employees; 3 advisory reps; 98 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions; FINANCIAL PLANNING RETAINER
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 97 | $41.2M |
| Pension/profit sharing plans | 1 | $1.2M |
All web addresses on file
Official SEC filing: View on IAPD