CRD: 284868
Denver Wealth Management, Inc.
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- Custodian
- LPL Financial · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
--
- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | 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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