$340MM AUM | $2.2MM Rev in
Denver Private Wealth Management is a growing team dedicated to relationship based, very personal service. Our team approach offers our clients added value by providing the collaborative efforts of a CFA, CFP and CIMA, and using scalable technology for personalized and efficient wealth management. We are proud of a nearly 100% client retention rate and an unblemished regulatory record.
Our firm is a good opportunity for an Advisor wanting to grow their independent practice as part of a highly collaborative team, and who wants to potentially gain equity in their firm through production and succession opportunities.