Denver Pwm, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 31, 2026, reports $524M in regulatory assets under management, 6 employees, and 759 accounts.
Assets Under Management
$524M
Employees
6
Offices
--
Total Clients
221
Primary office
DENVER, CO
2000 SOUTH COLORADO BOULEVARD, TOWER ONE SUITE 3700, DENVER, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.0% of total clients.
Top client categories% of clientsClients
1
Individuals
52.0%
115
2
HNWI
40.3%
89
3
Pension Plans
6.8%
15
4
Charitable
0.9%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$524Mas of March 31, 2026
Discretionary100.0%
$524M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$524M
Total Accounts759
10Y AUM Change+$313M (+148.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee37:1
10Y Employee Change-6 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.