Anthony
Pelz

Denver Wealth Management, Inc

CRD#5284451
Investment Advisor
in Englewood, CO

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About this Advisor

Anthony Pelz is a financial advisor based in Englewood, Colorado, working with Denver Wealth Management, Inc. Anthony has previously held positions at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Lpl Financial, LLC, Providence Captial Partners, Inc, and Denver Wealth Management, Inc. Anthony has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Anthony is part of Denver Wealth Management, Inc, which operates out of Englewood, Colorado. The firm has 4 offices and 17 employees. The firm manages assets totaling $372.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Denver Wealth Management, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5299 Dtc Blvd, Suite 1350 Suite 1350
Englewood, CO 80111

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Denver Wealth Management, Inc Brokerage Details

Total Assets Under Management

$372,594,995

CO Average: $2,349,664,866
Total Number of Employees

17

CO Average: 28
Total Number of Accounts

2,125

CO Average: 1,101
Average Account Size

$175,339

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Anthony Pelz Work History

2021 - Present (4 years)

Denver Wealth Management, Inc

2018 - Present (7 years)

Lpl Financial, LLC

2018 - 2021 (3 years)

Providence Captial Partners, Inc

2007 - 2018 (11 years)

Tiaa-Cref Individual & Institutional Services, LLC

2007 - 2018 (11 years)

Tiaa

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Anthony Pelz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Denver Wealth Management, Inc

Isaac Russo
Englewood, CO
Austyn Garcia
Englewood, CO
Joseph Garry
Englewood, CO
David Frum
Englewood, CO
Zachary Bouck
Englewood, CO
Bryson Braden
Englewood, CO
Edite Saripova
Englewood, CO
Jaskaran Sandhar
Englewood, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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