Wealth manager, independent · Denver, CO
Denver Wealth Management, Inc.
SEC-registered investment adviser · CRD 284868 · SEC 801-114166
At a glance
Denver Wealth Management, Inc. is an SEC-registered investment adviser based in Denver, Colorado, with $530 million in regulatory assets under management as of its Form ADV filed October 1, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 986 individual clients. By Form ADV it is a wealth manager, ranked 2,777th of 8,915 wealth managers and 7,600th of 17,210 SEC-registered advisers by assets.
Main office 303-261-8015denverwealthmanagement.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $530M
- Rank among wealth managers
- #2,777 of 8,915
- Rank among all SEC RIAs
- #7,600 of 17,210
- Rank in Colorado
- #140 of 359
- Individual clients
- 986
- High-net-worth clients
- 211
- Accounts
- 2,513
- Discretionary
- 100% of AUM
- Employees
- 18
- Advisory staff
- 9
- Offices
- 5
Owners and executives on its Form ADV
- Bryson B. BradenPrincipal and Chief Compliance Officer
- Zachary T. BouckChief Investment Officer, Principal
Custody and brokerage
Broker-dealer
Hybrid RIA
Denver Wealth Management, Inc. is a hybrid RIA: 11 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed August 2026) names LPL Financial as the broker-dealer its advisers are registered with.
Item 5.E, certain Advisory Persons are also registered representatives of LPL Financial.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 211 | $351M | 66% |
| Individuals | 775 | $178M | 34% |
| Pension and profit sharing plans | – | $1M | <1% |
Disciplinary disclosures
Denver Wealth Management, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗denverwealthmanagement.com ↗
AtlasMembers
The full record on Denver Wealth Management, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 5,289 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Denver Wealth Management, Inc. manage?
Denver Wealth Management, Inc. reports $530 million in regulatory assets under management across 2,513 accounts, 100% of it on a discretionary basis, on its Form ADV filed October 1, 2026.
What kind of firm is Denver Wealth Management, Inc.?
Denver Wealth Management, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Denver Wealth Management, Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($351 million, 211 clients); individuals ($178 million, 775 clients); pension and profit sharing plans ($651,885).
Does Denver Wealth Management, Inc. have any disciplinary history?
Denver Wealth Management, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Denver Wealth Management, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →