Denver Wealth Management, Inc.
- Regulatory AUM
- $530M
- Discretionary
- $529M
- Clients
- 986
- Avg AUM / client
- $537K
- Accounts
- 2,513
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of Apr 28, 2026
Investments (13F portfolio — 100 positions, $290,669,697)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | STATE STREET SPD | $59,130,008 | 772,538 | 20.3% | 11.2% |
| 2 | Invesco Exch Traded Fd Tr Ii | NASDAQ 100 ETF | $51,596,237 | 217,138 | 17.8% | 9.74% |
| 3 | Invesco Exch Traded Fd Tr Ii | S&P 500 REVENUE | $19,338,512 | 168,293 | 6.65% | 3.65% |
| 4 | Ishares Tr | RUS 1000 GRW ETF | $15,162,026 | 35,558 | 5.22% | 2.86% |
| 5 | Lazard Active Etf Tr | INTL DYNAMIC EQT | $13,684,788 | 431,011 | 4.71% | 2.58% |
| 6 | First Tr Exchange Traded Fd | RISNG DIVD ACHIV | $10,874,060 | 159,258 | 3.74% | 2.05% |
| 7 | Spdr Series Trust | STATE STREET SPD | $7,855,423 | 138,838 | 2.7% | 1.48% |
| 8 | Apple Inc | COM | $7,784,108 | 30,672 | 2.68% | 1.47% |
| 9 | Invesco Exchange Traded Fd T | S&P500 EQL UTL | $7,590,055 | 93,577 | 2.61% | 1.43% |
| 10 | Invesco Exchange Traded Fd T | S&P MDCP QUALITY | $7,265,752 | 70,289 | 2.5% | 1.37% |
| 11 | Spdr Series Trust | STATE STREET SPD | $6,362,108 | 64,979 | 2.19% | 1.2% |
| 12 | Global X Fds | 1-3 MONTH T-BILL | $5,027,090 | 50,091 | 1.73% | 0.95% |
| 13 | Ishares Tr | MRGSTR MD CP GRW | $4,694,195 | 59,594 | 1.62% | 0.89% |
| 14 | State Str Spdr S&P 500 Etf T | TR UNIT | $3,647,010 | 5,608 | 1.25% | 0.69% |
| 15 | Spdr Series Trust | STATE STREET SPD | $3,045,518 | 20,868 | 1.05% | 0.57% |
| 16 | Invesco Qqq Tr | UNIT SER 1 | $2,906,775 | 5,036 | 1.0% | 0.55% |
| 17 | Vanguard Index Fds | S&P 500 ETF SHS | $2,720,592 | 4,553 | 0.94% | 0.51% |
| 18 | Pnc Finl Svcs Group Inc | COM | $2,296,065 | 11,034 | 0.79% | 0.43% |
| 19 | Janus Detroit Str Tr | HENDRSON AAA CL | $2,241,486 | 44,500 | 0.77% | 0.42% |
| 20 | Spdr Series Trust | STATE STREET SPD | $2,048,638 | 21,203 | 0.7% | 0.39% |
| 21 | Wisdomtree Tr | FLOATNG RAT TREA | $2,010,126 | 39,931 | 0.69% | 0.38% |
| 22 | Pgim Etf Tr | AAA CLO ETF | $2,000,959 | 39,097 | 0.69% | 0.38% |
| 23 | Nvidia Corporation | COM | $1,890,514 | 10,840 | 0.65% | 0.36% |
| 24 | Invesco Exchange Traded Fd T | S&P500 QUALITY | $1,860,061 | 24,738 | 0.64% | 0.35% |
| 25 | Ishares Tr | CORE 40/60 MODER | $1,707,645 | 36,049 | 0.59% | 0.32% |
Top 25 of 100 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 775 | $178M | 33.7% |
| High net worth individuals | 211 | $351M | 66.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $652K | 0.12% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bryson Blair Braden | Principal And Chief Compliance Officer | Aug 2016 (10y) | 25% – 50% | |
| Zachary Tobias Bouck | Chief Investment Officer, Principal | Aug 2016 (10y) | 25% – 50% | |
| Goblirsch, Richard, Paul | Managing Partner | Jan 2018 (9y) | 5% – 10% | |
| David Christian Frum | Registered representative | Dec 2016 (10y) | ||
| Anthony Lee Pelz | Registered representative | Jun 2018 (8y) | ||
| Edite Saripova | Registered representative | Nov 2020 (6y) | ||
| Austyn R Garcia | Registered representative | CFP | Jul 2021 (5y) | |
| Joseph Matthew Garry | Registered representative | CFP | Dec 2023 (3y) | |
| Isaac Russo | Registered representative | May 2024 (2y) | ||
| Alexander Wimmer | Registered representative | Dec 2024 (2y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/28/2026 | 986 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- LPL Financial $530M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗