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STEELE STREET PRIVATE WEALTH MANAGEMENT

CDKV HOLDINGS LLC

CRD 299856 · SEC 801-120361

Visit website

50 S. STEELE STREET, SUITE 501, DENVER, CO, 80209, United States

Phone

720-730-2550

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$187.5M

Discretionary AUM

$186.8M

Team

2 total employees; 2 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals51$23.4M
High net worth individuals60$159.6M

States served

CA, CO, TX

All web addresses on file

Official SEC filing: View on IAPD