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Denver Wealth Management, Inc.

● SEC registered since 2018CRD 284868SEC# 801-114166Denver, CO
Export (members)
Reg. AUM
$435.7M
Employees
18
Accounts
2,213
Location
Denver, CO

Denver Wealth Management, Inc. assets under management

Denver Wealth Management, Inc. is an SEC-registered investment adviser based in Denver, CO. The firm has been registered since 2018. It reports $435.7 million in regulatory assets under management and employs 18 people.
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Denver Wealth Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Bryson Blair Braden ControlPrincipal And Chief Compliance Officer25-50%2016
Richard Paul GoblirschManaging Partner5-10%2018
Zachary Tobias Bouck ControlChief Investment Officer, Principal25-50%2016

Frequently asked questions

How much does Denver Wealth Management, Inc. manage?

Denver Wealth Management, Inc. reports $435.7 million in regulatory assets under management on its Form ADV.

How many employees does Denver Wealth Management, Inc. have?

Denver Wealth Management, Inc. reports 18 employees.

Where is Denver Wealth Management, Inc. located?

Denver Wealth Management, Inc. is based in Denver, CO and has been SEC-registered since 2018.

Does Denver Wealth Management, Inc. disclose fund performance?

Denver Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4582 S Ulster St., Suite 1300, Denver, CO 80237
Phone(303) 261-8015
Fax(720) 285-1923
Office hours7:30a.m. - 4:00p.m. Mst
SEC regionDenver Regional Office (DRO)
CIK1909800
Discloses disciplinary historyNo

Assets under management

Discretionary$435.1M
Non-discretionary$630K
Total (RAUM)$435.7M