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DENVER WEALTH MANAGEMENT, INC.
CRD 284868 · SEC 801-114166
4582 S ULSTER ST., SUITE 1300, DENVER, CO, 80237, United States
Phone
(303) 261-8015
Fax
(720) 285-1923
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$529.8M
Discretionary AUM
$529.1M
Team
18 total employees; 9 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 775 | $178.5M |
| High net worth individuals | 211 | $350.6M |
States served
AK, AZ, CA, CO, IL, KS, LA, MN, MT, NE, NV, NM, NC, OR, TN, VA, WA, TX, FL, SD
All web addresses on file
- https://podcasts.apple.com/us/podcast/mind-of-a-millionaire/id1435217023
- https://www.youtube.com/channel/UCmeOcXiT55m4nl24o85v9Xg
- https://open.spotify.com/show/0GGyNGGbOiMkj6bQByhPvJ
- HTTPS://WWW.FACEBOOK.COM/DENVERWEALTHMANAGEMENT/
- https://twitter.com/BlairAndZak
- https://www.linkedin.com/company/denver-wealth-management/
- https://www.stitcher.com/podcast/denver-wealth-management/the-denver-wealth-podcast
- HTTP://WWW.DENVERWEALTHMANAGEMENT.COM/
Official SEC filing: View on IAPD