DENVER WEALTH MANAGEMENT, INC.

4582 S Ulster St.
Suite 1300
Denver, Colorado 80237
Tel: (303) 261-8015

About DENVER WEALTH MANAGEMENT, INC.

DENVER WEALTH MANAGEMENT, INC, formally registered with the SEC as DENVER WEALTH MANAGEMENT, INC. The firm was established in 10/19/2018. They have over 4 offices throughout the country.

DENVER WEALTH MANAGEMENT, INC. is a Denver, Colorado based Financial Planning firm with nearly $372,594,995 assets under management, offering retirement planning & investment advisory services to 2125 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284868
SEC#	801-114166
Assets Managed by Firm	$372,594,995
No. of Clients	2125
No. of Advisors	17

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	2125	$372,594,995
Individuals (other than high net worth individuals)	715	$143,877,141
High net worth individuals	129	$228,135,772
Pension and profit sharing plans	Fewer than 5 clients	$582,082

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