Andrew Kelleher
Advisor at Denver PWM, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Denver PWM, LLC
Location
Denver, CO 80222
Credentials
CFP®, Series 63, Series 65, Series 66
Industry experience
16 years
About
Andrew Kelleher is a CFP® professional with 16 years of industry experience, currently serving at Denver PWM, LLC. His prior roles include positions at Vista Private Wealth Partners, Charles Schwab Bank, Charles Schwab & Co., Inc., Lincoln Financial Distributors, and Jackson National Life Distributors. Denver PWM, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and institutional plans. The firm combines fundamental and technical analysis to build diversified portfolios and integrates accounting and tax services through some of its representatives.
Expertise
Based on Denver PWM, LLC
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Tax-loss harvesting
Private / alternative investments
Fee options
Financial planning fixed fees range from $2,000 to $5,000
Negotiable up to a maximum of 1.5% annually
$200 to $300 per hour for wealth management or financial planning services
Account minimum: $500,000 Fee-only: Negotiable fees based on fixed fees for financial planning ranging from $2,000 to $5,000, hourly rates from $200 to $300 per hour
Location
2000 South Colorado Boulevard, Tower One Suite 3700
Denver, CO 80222
Most active in
Andrew K has reported serving >5 clients in these states in the last 12 months.
Colorado
Work history
Vista Private Wealth Partners, LLC
2023 - Present (3 years)
Charles Schwab Bank, SSB
2019 - 2023 (4 years)
Charles Schwab & Co., Inc
2019 - 2023 (4 years)
Lincoln Financial Distributors
2018 - 2019 (1 year)
Jackson National Life Distributors
2010 - 2018 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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