Brian Matthew Rettig

CFA

Denver Pwm, LLC

9 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Denver Pwm, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

336 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$554.1M

Fee Structure

Minimum Investment:$500K

Location

1999 Broadway, Suite 550, Denver, CO, 80202

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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.

Other Business Activities

Brian does business as Denver Private Wealth Management to market his services. This activity is not investment-related.

Employment History

Current Registrations

Denver Pwm, LLC

October 2017 - Present · 8 yrs 4 mos

Previous Registrations

Sharkey Howes & Javer INC

February 2013 - May 2014 · 1 yr 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.