Edite
Saripova

Denver Wealth Management, Inc

CRD#5376182
Investment Advisor
in Englewood, CO

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About this Advisor

Edite Saripova is a financial advisor who works out of Englewood, Colorado, who has 3 years of industry experience. Saripova is an advisor for Denver Wealth Management, Inc. Their career trajectory has included roles at Janus Henderson Distributors, Janus Capital Management LLC, Summit Strategies Group, Stifel Financial Corp, Lpl Financial LLC and Denver Wealth Management, Inc. Saripova maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Colorado. Denver Wealth Management, Inc is a business that has its headquarters in Englewood, CO. The firm has offices in four locations and a total of 16 advisors. It handles $309 million in assets among its 2,055 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 2,055 customer accounts, just 13% belong to high-net-worth investors who have at least $1 million in assets. The business performs a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules typically are based on which services the firm provides the client. Fees charged by Denver Wealth Management, Inc likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

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

$309,310,113

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

16

CO Average: 28
Total Number of Accounts

2,055

CO Average: 1,101
Average Account Size

$150,516

CO Average: $2,134,119

Investment Advisory Services

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

Edite Saripova Work History

Edite has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Lpl Financial LLC

2020 - Present (4 years)

Denver Wealth Management, Inc

2018 - 2020 (2 years)

Janus Henderson Distributors

2016 - 2020 (4 years)

Janus Capital Management LLC

2015 - 2016 (1 year)

Stifel Financial Corp

2011 - 2015 (4 years)

Summit Strategies Group

*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 Edite Saripova 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

Zachary Bouck
Englewood, CO
Bryson Braden
Englewood, CO
Austyn Garcia
Englewood, CO
Edite Saripova
Englewood, CO
David Frum
Englewood, CO
Daniel Bonkoski
Englewood, CO
Anthony Pelz
Englewood, CO
Richard Goblirsch
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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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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