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CFP

Andrew Kelleher

Denver Pwm, LLC
16 Years of Experience
Denver, CO
View SEC Summary
View SEC Summary

Andrew Kelleher is a CFP-designated registered investment advisor at Denver Pwm, LLC, based in Denver, CO, with 16 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 221 clients with $520M in assets under management.

Denver Pwm, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
221 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$524.4M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

The maximum investment management fee is 1.50%. Specific fees are set forth in your agreement and may vary based on account size, complexity, and activity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2000 South Colorado Boulevard, Tower One Suite 3700, Denver, CO, 80222

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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

Andrew owns rental property in Denver, Colorado, which he rents out. This real estate/property management activity takes about 10-20% of his time.

Employment History
Current Registrations
Denver Pwm, LLC
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Charles Schwab & CO., INC.
October 2019 - January 2023 · 3 yrs 3 mos
Charles Schwab & CO., INC.Broker
September 2019 - January 2023 · 3 yrs 4 mos
Lincoln Financial Distributors, INC.Broker
May 2018 - August 2019 · 1 yr 3 mos
Curian Capital, LLC
February 2013 - March 2016 · 3 yrs 1 mo
Jackson National Life Distributors LLCBroker
October 2009 - April 2018 · 8 yrs 6 mos
State Registrations1 state
CO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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