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DENVER WEALTH MANAGEMENT, INC.
CRD 284868File 801-114166
APPROVED
Retail clients
Custody
Filing as of Aug 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$529.8M
Above cohort median (national)
Discretionary AUM
$529.1M
Non-discretionary $652K
Clients
986
2,513 accounts
Employees
18
Above cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Oct 19, 2018
- Principal office
- 4582 S ULSTER ST., SUITE 1300, DENVER, CO, 80237
- Phone
- (303) 261-8015
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $529.8M
- Discretionary AUM
- $529.1M
- Non-discretionary AUM
- $652K
- Discretionary accounts
- 2,512
- Non-discretionary accounts
- 1
- Total accounts
- 2,513
- AUM per client
- $537K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 211 | $350.6M |
| Pension and profit sharing plans | Fewer than 5 | $652K |
| Individuals (other than high net worth individuals) | 775 | $178.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 892 | 986 | increased by94 |
| Apr 1, 2026 | AUM | $435,735,676 | $529,782,138 | increased by$94,046,462 |
| Apr 1, 2026 | Accounts | 2,213 | 2,513 | increased by300 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 18 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 778 | 892 | increased by114 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $304,869,037 | $435,735,676 | increased by$130,866,639 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,817 | 2,213 | increased by396 |
| Apr 1, 2022 | Employees | 14 | 15 | increased by1 |
| Apr 1, 2022 | Custody | Yes | No | |
| Apr 1, 2022 | Clients | 709 | 778 | increased by69 |
| Apr 1, 2022 | AUM | $269,162,579 | $304,869,037 | increased by$35,706,458 |
| Apr 1, 2022 | Accounts | 1,495 | 1,817 | increased by322 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DENVER WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DENVER WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.