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- Custodian
- LPL Financial · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-23-2016
- Office Locations
- 1
Office Locations
About Denver Wealth Management, Inc.
Denver Wealth Management is a Denver-based independent registered investment advisor providing comprehensive financial planning, ongoing investment management, and insurance services for individuals and families from early-career investors through retirement. Portfolios are guided by its proprietary four-step Summit Investment Process™ and an education-first approach, with open-architecture recommendations not limited to proprietary products.
Reported data analysis
What the numbers show
Between October 31, 2025 and April 28, 2026, reported AUM increased 21.6%, from $435.7M to $529.8M.
Across 5 reported observations, AUM increased 73.8% between December 22, 2022 and April 28, 2026, from $304.9M to $529.8M.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 9 advisory representatives and 986 clients, or 109.6 clients per representative. That equates to $537.3K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on April 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
ZACHARY TOBIAS BOUCK
Chief Investment Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #5523748
- Ownership
- 50% but less than 75%
BRYSON BLAIR BRADEN
Chief Compliance Officer, PRINCIPAL
- CRD
- #5721333
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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DAVID CHRISTIAN FRUM
Wealth Advisor
- CRD
- #5976823
AUSTYN R GARCIA
Lead Advisor
- CRD
- #7005961
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $529,130,253 | $210,641 |
| Non-Discretionary | $651,885 | $651,885 |
| Total | $529,782,138 | $210,817 |
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Separately Managed Accounts
SMA allocation detail is available
Denver Wealth Management, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Denver Wealth Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.