SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Denver Wealth Management, Inc.
Denver, CO
CRD 284868
Firm filing updated August 20, 2026 ·
- $529.8MAssets
- 9Advisory staff
- 2,513Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals775
- High net worth individuals211
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 775 | $178.5 million |
| High net worth individuals | 211 | $350.6 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $651,885 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Financial planning services
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$529.8 million
- Accounts2,513
- Discretionary$529.1 million · 2,512 accounts
- Non-discretionary$651,885 · 1 accounts
People
- Employees18
- Advisory staff9
- Broker-dealer reps11
- Licensed insurance agents7
- Planning clients11 to 25
Advisors
7 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 284868, SEC file 801-114166.
- Registered with the SEC as an investment advisor (status date on record: October 19, 2018).
Is Denver Wealth Management, Inc. a fiduciary?
Short answer: Denver Wealth Management, Inc. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 11 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
7 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.