Steele Street Private Wealth Management 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 11, 2026, reports $188M in regulatory assets under management, 2 employees, and 335 accounts.
Assets Under Management
$188M
Employees
2
Offices
--
Total Clients
111
Primary office
DENVER, CO
50 S. STEELE STREET, SUITE 501, 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 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.1% of total clients.
Top client categories% of clientsClients
1
HNWI
54.1%
60
2
Individuals
45.9%
51
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$188Mas of March 11, 2026
Discretionary99.6%
$187M
100% of total RAUM99.6%
Non-discretionary0.4%
$767K
0% of total RAUM0.4%
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$188M
Total Accounts335
10Y AUM Change+$188M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee56:1
10Y Employee Change0 (0.0%)
* 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.