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DECHTMAN WEALTH MANAGEMENT

CENTENNIAL, CO · CRD 308183 · IAPD ↗ · 303 741 9772

$651.0MRegulatory AUM
3Advisory reps
8Employees
0Clients
More than 500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — DECHTMAN WEALTH MANAGEMENT (CENTENNIAL, CO) left the SEC roster (was $651.0M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
47
April 2024 — DECHTMAN WEALTH MANAGEMENT notice-filed in IL, IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — DECHTMAN WEALTH MANAGEMENT reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2024 — DECHTMAN WEALTH MANAGEMENT now reports custody of client assets ($2.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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