CRD: 299856
Steele Street Private Wealth Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-29-2019
- Office Locations
- 1
Office Locations
About Steele Street Private Wealth Management
Steele Street Private Wealth Management is an independent, fiduciary RIA in Denver providing comprehensive planning and customized portfolio management alongside estate and retirement income strategy. Led by Managing Principal Dan Katz, CFA, the team draws on 30+ years of experience and is not tied to a product platform. Custody includes Charles Schwab, supporting entrepreneurs, business owners, and retirees.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
DANIEL RICHARD KATZ
Chief Compliance Officer, Managing Member, Principal
- CRD
- #5321599
- Ownership
- 50% but less than 75%
CASEY M VADER
Financial Advisor, General Partner, Managing Member
- CRD
- #3015498
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $186,757,145 | $579,991 |
| Non-Discretionary | $767,118 | $59,009 |
| Total | $187,524,263 | $559,774 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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