SourcingSourcing

DENVER WEALTH MANAGEMENT, INC.

C25
CRD 284868·SEC 801-114166·DENVER, CO
AUM
$529.8M
$500M-$1B
Est. Revenue
$5.3M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DENVER WEALTH MANAGEMENT, INC.
CRD
284868
SEC file #
801-114166
EIN
813446365
DBA names
—

Economics

AUM
$529.8M
AUM band
$500M-$1B
AUM trajectory
'20'26
$134.4M → $529.8M▲ +294%
Client mix
Individuals Other775
Individuals High Net Worth211

Operations

Employees (total)
18
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
6 advisors → 9 advisors▲ +50%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BOUCK, ZACHARY, TOBIAS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BOUCK, ZACHARY, TOBIAS
BRADEN, BRYSON, BLAIR
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001909800
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-02-17
Edgar Last Filing Date
2026-04-27
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-27
Accession0001951757-26-000741

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
8
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Lpl Financial5
E*trade4
Edgar Addresses
Mailing
4582 S ULSTER STSUITE 1300DENVER, CO 80237
Business
4582 S ULSTER STSUITE 1300DENVER, CO 80237
Edgar EIN
813446365
Edgar Recent Filings
13F-HR2026-04-27 · 0001951757-26-000741
13F-HR2026-02-13 · 0001951757-26-000431
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5523748
Trust Company Affiliate
No

People (9)

9
BOUCK, ZACHARY, TOBIAS
IAR · Direct Owner · 62.5%
5523748
BRADEN, BRYSON, BLAIR
IAR · Direct Owner · 62.5%
5721333
DAVID CHRISTIAN FRUM
IAR
5976823
Joseph Matthew Garry
IAR
7320294
ANTHONY LEE PELZ
IAR
5284451
EDITE SARIPOVA
IAR
5376182
Alexander Wimmer
IAR
6873126
AUSTYN R GARCIA
IAR
7005961
Isaac Russo
IAR
7382752