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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-24-2014
- Office Locations
- 4
Office Locations
About Denver PWM, LLC
Denver Private Wealth Management is a Denver-based, fee-based fiduciary RIA providing personalized wealth management and holistic planning, including retirement, tax, and estate strategies. The firm works with individuals and families, including business owners, entrepreneurs, and retirees, building tailored portfolios across public funds/ETFs, fixed income, and select alternatives. Notably, the team cites 100+ years of combined experience and custody relationships including Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DARIN MICHAEL SNOW
Client Advisor, Managing Partner
- CRD
- #2538912
- Ownership
- 75% or more
BRIAN MATTHEW RETTIG
Chief Compliance Officer, Director, PARTNER
- CRD
- #2874148
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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HAROLD JOHN CLASSICK
Owner
- CRD
- #2562034
MATTHEW D DUPREE
Vice President
- CRD
- #2583732
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $524,370,341 | $690,870 |
| Non-Discretionary | $0 | -- |
| Total | $524,370,341 | $690,870 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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