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DENVER WEALTH MANAGEMENT, INC.

DENVER, CO · CRD 284868 · IAPD ↗ · (303) 261-8015

$529.8MRegulatory AUM
9Advisory reps
18Employees
0Clients
11-25Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
September 2026 — DENVER WEALTH MANAGEMENT, INC. added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2026 — DENVER WEALTH MANAGEMENT, INC. reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — DENVER WEALTH MANAGEMENT, INC. crossed $500M in regulatory AUM ($435.7M -> $529.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
February 2026 — DENVER WEALTH MANAGEMENT, INC. notice-filed in LA, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
April 2025 — DENVER WEALTH MANAGEMENT, INC. notice-filed in AK, IL, MT, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2025 — DENVER WEALTH MANAGEMENT, INC. now reports custody of client assets ($152.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
48
December 2024 — DENVER WEALTH MANAGEMENT, INC. moved its main office from GREENWOOD VILLAGE, CO to DENVER, CO.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
April 2024 — DENVER WEALTH MANAGEMENT, INC. added office(s): 3 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.