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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