Denver Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Denver, CO. Its latest Form ADV filing, dated April 28, 2026, reports $530M in regulatory assets under management, 18 employees, 3 offices, and 2,513 accounts.
Assets Under Management
$530M
Employees
18
Offices
3 offices
Total Clients
986
Primary office
DENVER, CO
4582 S ULSTER ST., SUITE 1300, 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 78.6% of total clients.
Top client categories% of clientsClients
1
Individuals
78.6%
775
2
HNWI
21.4%
211
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$530Mas of April 28, 2026
Discretionary99.9%
$529M
100% of total RAUM99.9%
Non-discretionary0.1%
$652K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$530M
Total Accounts2,513
10Y AUM Change+$429M (+428.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee55:1
10Y Employee Change+8 (+80.0%)
* 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.