Logan Richard
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.
About
Logan Richard is a CFP® professional with one year of experience at Denver PWM, LLC. Prior to joining the firm, he held positions at Bartaco and the CU Recreational Center. 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 uses a combination of fundamental and technical analysis to build diversified portfolios and integrates accounting and tax services through some of its advisory 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
Logan R has reported serving >5 clients in these states in the last 12 months.
Colorado
Work history
Denver PWM, LLC
2022 - Present (4 years)
Bartaco
2021 - 2022 (1 year)
CU Recreational Center
2019 - 2021 (2 years)
Unemployed
2018 - 2019 (1 year)
Sidney Moose Golf Course
2017 - 2018 (1 year)
Unemployed
2014 - 2017 (3 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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