Denver Wealth Management, Inc.
Registered investment adviser · Denver, CO · CRD #284868
Form ADV data as of 2026-09-01Regulatory assets
$529.8 million
Total accounts
2,513
Employees
18
Disclosure events
0
Firm details
- Website: https://podcasts.apple.com/us/podcast/mind-of-a-millionaire/id1435217023
- Telephone: (303) 261-8015
- SEC file number: 801-114166
- Most recent Form ADV filing: 2026-08-20
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $529.1 million |
| Non-discretionary regulatory assets under management | $651,885 |
| Total regulatory assets under management | $529.8 million |
| Discretionary accounts | 2,512 |
| Non-discretionary accounts | 1 |
| Total accounts | 2,513 |
| Regulatory assets under management attributable to non-U.S. persons | $395,366 |
People
| Total employees (excluding clerical) | 18 |
| Employees performing investment advisory functions (including research) | 9 |
| Employees who are registered representatives of a broker-dealer | 11 |
| Employees registered as investment adviser representatives with a state | 9 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 7 |
| Firms or persons who solicit advisory clients on the firm's behalf | 1 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | No |
| Client funds and securities held in the firm's custody | $110.5 million |
| Clients for whom the firm has custody | 398 |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 1 |
How the firm is compensated
Advisory services offered
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends brokers or dealers to clients
- Receives soft dollar benefits
- Provides employee compensation specifically for obtaining clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 775 | $178.5 million |
| High net worth individuals | 211 | $350.6 million |
| Pension and profit sharing plans (not the participants or government plans) | Not reported | $651,885 |