Anthony
Pelz
Denver Wealth Management, Inc
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About this Advisor
Anthony Pelz is a financial advisor based out of Englewood, Colorado, with 5 years of relevant experience. Pelz currently works for Denver Wealth Management, Inc. During their career, Pelz has held roles at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Lpl Financial, LLC, Providence Captial Partners, Inc and Denver Wealth Management, Inc. Pelz maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Colorado. Denver Wealth Management, Inc is a business operating out of Englewood, CO. It has offices in four locations and a total of 16 employees. It manages $309 million in assets under management between its 2,055 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 2,055 customer accounts, just 13% belong to high-net-worth investors who have greater than $1 million in investable assets. The firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice largely are based on the services offered. However, fees billed by Denver Wealth Management, Inc likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Denver Wealth Management, Inc Brokerage Details
$309,310,113
16
2,055
$150,516
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Anthony Pelz Work History
Anthony has been registered as a financial advisor for 5 years.*
Denver Wealth Management, Inc
Lpl Financial, LLC
Providence Captial Partners, Inc
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
The content in this profile was updated by SmartAsset on 4/16/2023. 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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