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Home > Retirement Planners > colorado > centennial > DECHTMAN WEALTH MANAGEMENT
DECHTMAN WEALTH MANAGEMENT
7807 E Peakview Avenue
Suite 410
Centennial, Colorado 80111
Tel: 303 741 9772
About DECHTMAN WEALTH MANAGEMENT
DECHTMAN WEALTH MANAGEMENT, formally registered with the SEC as DECHTMAN WEALTH MANAGEMENT. The firm was established in 08/03/2020. They have over 1 offices throughout the country.
DECHTMAN WEALTH MANAGEMENT is a Centennial, Colorado based Financial Planning firm with nearly $650,981,560 assets under management, offering retirement planning & investment advisory services to 2163 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 308183 |
| SEC# | 801-119226 |
| Assets Managed by Firm | $650,981,560 |
| No. of Clients | 2163 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2163 | $650,981,560 |
| Individuals (other than high net worth individuals) | 677 | $246,776,955 |
| High net worth individuals | 174 | $402,623,185 |
| Charitable organizations | Fewer than 5 clients | $1,245,361 |
| Corporations or other businesses | Fewer than 5 clients | $336,059 |
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