Private Client Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$42,380,567
Total clients
97
0% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
32
Average account size
$436,913
About
Private Client Wealth Advisors, LLC provides discretionary portfolio management and financial planning to individuals, retirement plans, trusts, and businesses. The firm manages approximately $42.1 million in client assets for a client base of under 100 and operates with a three-advisor team that offers ongoing wealth management and retirement-plan consulting.
The firm uses a mix of fundamental, technical, cyclical and quantitative analysis and implements strategies across asset classes, including mutual funds, ETFs, fixed income, and selective alternative investments. Portfolio management is discretionary and may incorporate options strategies (covered calls and spreads), IPS-driven asset allocation, periodic rebalancing, and the use of third‑party money managers where appropriate.
What distinguishes this firm relative to many peers is its integration of insurance distribution into its advisory platform: several advisors are licensed insurance producers, the firm discloses an affiliation with an insurance entity and may receive commissions on insurance sales, and it maintains processes to disclose and manage that conflict. The firm also operates a sister-brand service model with modular planning and lower‑cost investment options, and provides ERISA-focused retirement plan support (IPS drafting, investment committee assistance), despite its relatively small advisor team.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fee $1,200 to $2,400; Engage in Wealth Quick Start Plan $299 and by module; Plan Sponsor flat fees negotiated
$0 - $150,000: 1.50% $150,001 - $250,000: 1.25% $250,001 - $1,500,000: 1.00% $1,500,001 - $2,500,000: 0.75% $2,500,001+: Negotiable
Insurance commissions earned by some advisors for sales of insurance products
Financial planning hourly rate $150-$350; Engage in Wealth hourly $100-$150; Retirement plan consulting hourly $250-$350
Engage in Wealth offers $100 monthly retainer fee
Account minimum: $500,000 Minimum fee: $200 minimum annual fee or $50 per quarter Fee-only: Financial planning fees: fixed fees range from $1,200 to $2,400 depending on complexity; hourly planning fees range from $150 to $350 per hour; Engage in Wealth offers hourly fees $100-$150 and $100 monthly subscription, plus flat fees such as Quick Start Plan $299 and by module
Main office location
Private Client Wealth Advisors, LLC
1040 South Gaylord Street, Suite 12
Denver CO 80209, United States
Number of offices
1
Most active in
Arizona · California · Colorado · South Dakota · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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