Anthony Lee Pelz
Investment adviser representative at Denver Wealth Management, Inc.
19 yearsExperience
1 stateRegistered in
$529.8MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Denver Wealth Management, Inc.Jan 2021 to now
- LPL Financial, LLCApr 2018 to now
- Providence Captial Partners, IncApr 2018 to Mar 2021
- TIAAJan 2007 to Mar 2018
- TIAA-CREF Individual & Institutional Services, LLCJan 2007 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (CO).
Denver Wealth Management, Inc.
$529.8MAssets managed
986Clients
12Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5284451
- Firm CRD
- 284868