Denver Private Wealth Management

Wealth Management Aurora, CO
68 / 100

BizScore

58
AI Visibility
AI Agent ReadinessNot audited yet
81
SEO Performance
100
Google Rating

Contact Information

Location

About Denver Private Wealth Management

Denver Private Wealth Management is a wealth management firm in Aurora, CO, located at 2000 S Colorado Blvd Suite 3700. The firm provides personalized financial planning, investment management, and tax and estate strategies for individuals, families, and business owners. It operates under a fiduciary standard with a fee-based model, focusing on long-term partnerships and transparency. The team brings more than 100 years of combined experience in investment management, retirement planning, and tax strategy.

Founded in 2008, the firm has grown from a local practice serving a handful of families into a respected advisory team with deep roots in the Denver community. The approach is built on transparency, tailored strategy, and client education, ensuring that every plan reflects the client's unique goals, tax picture, and timeline. The firm serves a smaller number of clients by design to provide greater attention and depth of planning. Many clients have been with the firm for decades, along with their children.

The team includes Darin Snow, CIMA, as Managing Partner; Brian Rettig, CFA, as Partner and Director of Investments; Tim Kulick, CPA, and Drew Kelleher, CFP, as Senior Wealth Advisors; Logan Richard, CFP, as Wealth Advisor; and Kristi Sullivan, CFP, as Financial Planner. The firm also includes Nena Acuna, Senior Operations Manager, Graham Ditus, Client Service Specialist, and Mark Levine, CFP and CRPC, a Retired Partner. Team members hold respected industry designations such as the Certified Investment Management Analyst, Chartered Financial Analyst, Certified Financial Planner, and Certified Public Accountant.

Denver Private Wealth Management has been recognized as a Five Star Wealth Manager for 13 consecutive years, a distinction awarded to professionals who consistently deliver outstanding client service. The firm holds a 5.00 rating based on customer reviews.

In Aurora, the firm combines deep local insight with a proven track record of long-term success, guiding clients through every stage of their financial journey with clarity and confidence.

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AI Visibility Score

How visible is this business to AI-powered search engines

58 /100
AI Discovery
100/100
Structured Data
32/100
Content Readiness
70/100
AI Trust Signals
75/100

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SEO Score

Technical SEO health and search engine optimization

77 /100
On-Page
86/100
Technical
89/100
Performance
77/100
Content
55/100

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Local SEO Coverage

Directory presence and NAP consistency

/100
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