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Austyn R Garcia

Investment adviser representative at Denver Wealth Management, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$529.8MFirm assets

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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

10 years in the industry.

  1. LPL Financial, LLCJan 2021 to now
  2. Denver Wealth Management, Inc.Aug 2018 to now
  3. Campus West Liquor DepotSep 2017 to Aug 2018
  4. Colorado State UniversityAug 2017 to Aug 2018
  5. Davidson's LiquorsMay 2017 to Aug 2017
  6. Colorado State University PuebloAug 2016 to May 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2021

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
7005961
Firm CRD
284868
Advisor's SEC record (opens in a new tab)
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