Hedge Fund Database

DENVER WEALTH MANAGEMENT, INC.

Adviser information for DENVER WEALTH MANAGEMENT, INC. last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Colorado, United States

Employees

Total Number of Employees 17
Investment Advisory/Research 9
Registered Broker-Dealer Representatives 10
Registered State Investment Advisers 9
Licensed Agents of an Insurance Company 7
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,124 $372.0M
Non-Discretionary 1 $582,082
Total 2,125 $372.6M

Clients

Type Number RAUM
Individuals 715 $143.9M
HNW Individuals 129 $228.1M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $582,082
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-114166
SEC ERA File Number 801-114166
SEC CIK Numbers 1909800
SEC CRD Numbers 284868
Legal Entity Identifier None

Principal Office

5299 DTC BLVD, SUITE 1350
SUITE 1350
GREENWOOD VILLAGE
CO
United States
Monday - Friday, 7:30AM - 4:00PM MST
Tel: (303) 261-8015, Fax: (720) 285-1923

Websites

www.youtube.com/channel/ucmeocxit55m4nl24o85v9xg www.facebook.com/denverwealthmanagement/ www.denverwealthmanagement.com/ twitter.com/blairandzak www.linkedin.com/company/denver-wealth-management/ www.stitcher.com/podcast/denver-wealth-management/the-denver-wealth-podcast open.spotify.com/show/0ggynggboimkj6bqbyhpvj podcasts.apple.com/us/podcast/mind-of-a-millionaire/id1435217023

Chief Compliance Officer

BRYSON B. BRADEN
PRINCIPAL
5299 DTC BLVD, SUITE 1350
SUITE 1350
GREENWOOD VILLAGE
CO
United States
Tel: (303) 261-8015
Fax: (720) 285-1923
(Full email address available in API data)

Regulatory Contact

ZACHARY T. BOUCK
CHIEF INVESTMENT OFFICER
5299 DTC BLVD, SUITE 1350
SUITE 1350
GREENWOOD VILLAGE
CO
United States
Tel: (720) 496-2320
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BRADEN, BRYSON, BLAIR Individual – PRINCIPAL AND CHIEF COMPLIANCE OFFICER 08/2016 25-50%
BOUCK, ZACHARY, TOBIAS Individual – CHIEF INVESTMENT OFFICER, PRINCIPAL 08/2016 25-50%
GOBLIRSCH, RICHARD, PAUL Individual – MANAGING PARTNER 01/2018 5-10%

No. Employees, Historic

20100201920202021202220232024202511 on 6/14/201911 on 7/23/201911 on 12/20/201913 on 3/16/202013 on 6/4/202013 on 6/12/202013 on 6/17/202013 on 7/23/202013 on 9/28/202014 on 2/10/202114 on 5/7/202114 on 6/16/202114 on 9/7/202114 on 10/6/202114 on 10/25/202114 on 10/29/202115 on 3/10/202215 on 12/22/202215 on 1/4/202316 on 3/14/202316 on 4/28/202316 on 5/4/202316 on 9/22/202316 on 12/22/202317 on 3/13/2024

RAUM, Historic

400M200M02019202020212022202320242025134393906 on 6/14/2019134393906 on 7/23/2019134393906 on 12/20/2019208745306 on 3/16/2020208745306 on 6/4/2020208745306 on 6/12/2020208745306 on 6/17/2020208745306 on 7/23/2020208745306 on 9/28/2020269162579 on 2/10/2021269162579 on 5/7/2021269162579 on 6/16/2021269162579 on 9/7/2021269162579 on 10/6/2021269162579 on 10/25/2021269162579 on 10/29/2021304869037 on 3/10/2022304869037 on 12/22/2022304869037 on 1/4/2023309310113 on 3/14/2023309310113 on 4/28/2023309310113 on 5/4/2023309310113 on 9/22/2023309310113 on 12/22/2023372594995 on 3/13/2024

No. Clients, Historic

90045002019202020212022202320242025368 on 6/14/2019368 on 7/23/2019368 on 12/20/2019618 on 3/16/2020618 on 6/4/2020618 on 6/12/2020618 on 6/17/2020618 on 7/23/2020618 on 9/28/2020709 on 2/10/2021709 on 5/7/2021709 on 6/16/2021709 on 9/7/2021709 on 10/6/2021709 on 10/25/2021709 on 10/29/2021778 on 3/10/2022778 on 12/22/2022778 on 1/4/2023827 on 3/14/2023827 on 4/28/2023827 on 5/4/2023827 on 9/22/2023827 on 12/22/2023844 on 3/13/2024

Holdings

From latest 13F, filed July 19th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABRDN SILVER ETF TRUST PHYSCL SILVR SHS 419K 15K –
AMAZON COM INC COM 482K 2K –
AMPLIFY ETF TR CWP ENHANCED DIV 309K 8K –
APPLE INC COM 7M 35K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 1M 3K –
CARDIFF ONCOLOGY INC COM 34K 15K –
CHEVRON CORP NEW COM 378K 2K –
COLUMBIA ETF TR II EM CORE EX ETF 1M 45K –
CONOCOPHILLIPS COM 230K 2K –
COSTCO WHSL CORP NEW COM 340K 400 –
EATON VANCE TAX ADVT DIV INC COM 578K 25K –
EATON VANCE TX ADV GLBL DIV COM 357K 19K –
EXXON MOBIL CORP COM 563K 5K –
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 7M 122K –
FIRST TR VALUE LINE DIVID IN SHS 1M 34K –
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 209K 33K –
GRANITESHARES GOLD TR SHS BEN INT 279K 12K –
HOME DEPOT INC COM 1M 4K –
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 29M 145K –
INVESCO EXCH TRADED FD TR II S&P 500 REVENUE 13M 136K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 MUNI 264K 11K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 MUNI 325K 14K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 MUNI 1M 51K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 MUNI 976K 39K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 1M 67K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 1M 71K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 2M 86K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 2M 103K –
INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 1M 21K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL ENR 290K 4K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL UTL 770K 13K –
INVESCO QQQ TR UNIT SER 1 3M 6K –
INVESTMENT MANAGERS SER TR I AXS CHANGE FINAN 354K 10K –
ISHARES INC MSCI EMRG CHN 506K 9K –
ISHARES SILVER TR ISHARES 307K 12K –
ISHARES TR CORE S&P TTL STK 382K 3K –
ISHARES TR CORE S&P MCP ETF 239K 4K –
ISHARES TR CORE S&P SCP ETF 265K 2K –
ISHARES TR RUS 1000 GRW ETF 12M 32K –
ISHARES TR SELECT DIVID ETF 239K 2K –
J P MORGAN EXCHANGE TRADED F EQUITY FOCUS ETF 276K 4K –
JPMORGAN CHASE & CO. COM 372K 2K –
MASTERCARD INCORPORATED CL A 271K 614 –
MERCADOLIBRE INC COM 225K 137 –
MERCK & CO INC COM 235K 2K –
MICROSOFT CORP COM 645K 1K –
NUSHARES ETF TR NUVEEN ESG LRGVL 213K 6K –
NVIDIA CORPORATION COM 299K 2K –
ORIGIN MATERIALS INC COM 59K 66K –
PFIZER INC COM 375K 13K –
PHILLIPS 66 COM 334K 2K –
PROSHARES TR S&P 500 DV ARIST 531K 6K –
RBB FD INC US TREASRY 12 MT 885K 18K –
RBB FD INC US TREAS 3 MNTH 7M 136K –
RBB FD INC US TRSRY 6 MNTH 6M 113K –
REALTY INCOME CORP COM 747K 14K –
SELECT SECTOR SPDR TR ENERGY 638K 7K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 5M 33K –
SELECT SECTOR SPDR TR SBI INT-UTILS 4M 53K –
SPDR DOW JONES INDL AVERAGE UT SER 1 672K 2K –
SPDR S&P 500 ETF TR TR UNIT 2M 4K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 459K 857 –
SPDR SER TR BLOOMBERG SHT TE 695K 28K –
SPDR SER TR PRTFLO S&P500 GW 6M 73K –
SPDR SER TR PORTFOLIO SHORT 985K 33K –
SPDR SER TR PRTFLO S&P500 VL 5M 112K –
SPDR SER TR PORTFOLIO S&P400 842K 16K –
SPDR SER TR PORTFOLIO S&P500 46M 719K –
SPDR SER TR PORTFOLIO S&P600 950K 23K –
SPDR SER TR S&P 600 SMCP GRW 2M 25K –
SPDR SER TR S&P 600 SMCP VAL 977K 12K –
SPDR SER TR S&P DIVID ETF 4M 30K –
SPDR SER TR S&P 400 MDCP GRW 2M 19K –
SPDR SER TR S&P BIOTECH 1M 15K –
SPDR SER TR S&P 500 ESG ETF 532K 10K –
VANGUARD INDEX FDS GROWTH ETF 549K 1K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 444K 2K –
WELLS FARGO CO NEW COM 309K 5K –
WISDOMTREE TR FLOATNG RAT TREA 247K 5K –
WISDOMTREE TR ITL HDG QTLY DIV 1M 22K –
WISDOMTREE TR US QTLY DIV GRT 1M 16K –
WISDOMTREE TR US MIDCAP DIVID 984K 21K –
WORLD GOLD TR SPDR GLD MINIS 359K 8K –