Cco/partner · Denver PWM, LLC
Brian M. Rettig
CRD 2874148 · Named on Form ADV at one SEC-registered adviser
At a glance
Denver PWM, LLC, an SEC-registered wealth manager based in Denver, CO with $524 million in regulatory assets, lists Brian M. Rettig on its Form ADV as Cco/partner, a control person.
Firms and roles
- Denver PWM, LLCCco/partnerWealth manager · Denver, CO · $524M in regulatory assets
AtlasMembers
Brian’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Darin M. SnowManaging Partner, Denver PWM, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.