MD
CFA
MD
CFA

Matthew D Dupree

24 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
4 clients
Average Client Portfolio
$26.0M average
Assets Under Management
$104.0M

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
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Location

90 Madison St., Ste 303, Denver, CO, 80206

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Matthew consults on managerial accounting matters for a privately held software company on an hourly basis. He may also consult with financial industry firms, but currently has no regular contracts with them.

Employment History
Current Registrations
Branzan Investment Advisors, INC.
February 2024 - Present · 2 yrs
Denver Pwm, LLC
December 2023 - Present · 2 yrs 2 mos
Previous Registrations
Hilltop Investment Advisors, INC.
October 2012 - December 2023 · 11 yrs 2 mos
Hilltop Investment Advisors, INC.
January 1999 - December 2009 · 10 yrs 11 mos
Wealth Management Consultants INC
January 1999 - August 2009 · 10 yrs 7 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.