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STEELE STREET PRIVATE WEALTH MANAGEMENT
Legal name: CDKV HOLDINGS LLC
CRD 299856File 801-120361
APPROVED
Retail clients
Custody
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$187.5M
Bottom 25% of cohort (national)
Discretionary AUM
$186.8M
Non-discretionary $767K
Clients
111
335 accounts
Employees
2
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Feb 19, 2021
- Principal office
- 50 S. STEELE STREET, SUITE 501, DENVER, CO, 80209
- Phone
- 720-730-2550
- Website
- http://www.steelestpwm.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $187.5M
- Discretionary AUM
- $186.8M
- Non-discretionary AUM
- $767K
- Discretionary accounts
- 322
- Non-discretionary accounts
- 13
- Total accounts
- 335
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $4.5M |
| High net worth individuals | 60 | $159.6M |
| Individuals (other than high net worth individuals) | 51 | $23.4M |
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
- Yes
- 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.