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DENVER WEALTH MANAGEMENT, INC.
CRD 284868File 801-114166
APPROVED
Retail clients
Custody
Filing as of Apr 28, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.