# Denver Wealth Management, Inc.

> Denver Wealth Management, Inc. is an SEC-registered investment advisory firm in Denver, CO, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 284868
- Filed as: DENVER WEALTH MANAGEMENT, INC.
- Also doing business as: SUMMIT WEALTH ADVISORS, WESTERN COLORADO WEALTH MANAGEMENT CONSULTANTS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284868
- AdvisorCensus page: https://advisorcensus.com/firm/denver-wealth-management-inc-denver-co-284868

## Quick answers

**How is Denver Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Denver Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Denver Wealth Management, Inc. charge?**
Its Form ADV Part 2A brochure dated August 20, 2026 states: Hourly rate: $350 an hour (financial planning services); Flat fee: $10,000 (financial planning services); Flat fee: $10,000 a year (retirement plan advisory services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Denver Wealth Management, Inc. located?**
Denver Wealth Management, Inc.'s principal office is in Denver, CO, according to its Form ADV; the September 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Denver Wealth Management, Inc. registered with the SEC or a state?**
Denver Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 284868.

**How much does Denver Wealth Management, Inc. manage?**
Denver Wealth Management, Inc. reports $529,782,138 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**How have Denver Wealth Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Denver Wealth Management, Inc.: Regulatory assets under management: $269,162,579 in the October 2021 data and $529,782,138 in the October 2026 data, up 97%. Total employees: 14 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Denver Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (775); high net worth individuals (211).

**Which custodians does Denver Wealth Management, Inc. use?**
Denver Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Denver Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284868

**What changed in Denver Wealth Management, Inc.'s recent Form ADV filings?**
In the September 2026 filing data: Added the business name Western Colorado Wealth Management Consultants. Added an office in Grand Junction, CO.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 20, 2026)

- Hourly rate: $350 an hour (financial planning services)

> DWM offers financial planning services either on an hourly basis or a fixed engagement fee. Hourly engagements range up to $350 per hour.

- Flat fee: $10,000 (financial planning services)

> Fixed fee engagement fees range up to $10,000. Fees may be negotiable based on the on the nature and complexity of the services to be provided

- Flat fee: $10,000 a year (retirement plan advisory services)

> Fees may also be charged as a fixed annual fee of up to $10,000 per year, payable quarterly, in advance of each designated quarter.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $529,782,138
- Discretionary: $529,130,253
- Non-discretionary: $651,885

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 775 | $178,481,468 |
| High net worth individuals | 211 | $350,648,785 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $651,885 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (7 years)
- Employees: 18 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CA, CO, FL, IL, KS, LA, MN, MT, NC, NE, NM, NV, OR, SD, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Colorado Springs, CO
- Grand Junction, CO
- Steamboat Springs, CO

### Websites listed on Form ADV (Item 1.I)
- denverwealthmanagement.com
- open.spotify.com/show/0GGyNGGbOiMkj6bQByhPvJ
- podcasts.apple.com/us/podcast/mind-of-a-millionaire/id1435217023
- stitcher.com/podcast/denver-wealth-management/the-denver-wealth-podcast
- Facebook @DENVERWEALTHMANAGEMENT
- LinkedIn @denver-wealth-management
- X @BlairAndZak
- YouTube @UCmeOcXiT55m4nl24o85v9Xg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $269,162,579 | 14 | September 7, 2021 |
| October 2022 | $304,869,037 | 15 | March 10, 2022 |
| October 2023 | $309,310,113 | 16 | September 22, 2023 |
| October 2024 | $372,594,995 | 17 | August 9, 2024 |
| October 2025 | $435,735,676 | 18 | May 13, 2025 |
| October 2026 | $529,782,138 | 18 | October 1, 2026 |

Regulatory assets under management: $269,162,579 in the October 2021 data and $529,782,138 in the October 2026 data, up 97%.
Total employees: 14 in October 2021 and 18 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Added the business name Western Colorado Wealth Management Consultants.
- Added an office in Grand Junction, CO.

### April 2026
- Regulatory assets under management went from $435,735,676 to $529,782,138 (+22%).
- Employees performing advisory functions went from 10 to 9.
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Registered or notice-filed in LA, TN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Denver Wealth Management, Inc. (CRD 284868): Form ADV filing data as of October 2026.