Andrew Kelleher
Denver Private Wealth Management · Denver, Colorado
Andrew Kelleher is a fee-only financial advisor at Denver Private Wealth Management in Denver, Colorado, who holds the CFP credential. Andrew focuses on retirement planning, estate & legacy planning and small business owners. Denver Private Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Andrew →
Specialties
Who they serve
- High earners
- Founders
- Retirees
- Multi-generational families
Facts
| Firm | Denver Private Wealth Management |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $524.4M across 759 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 5717246 |
| Exams passed | Series 63 (2009) · Series 65 (2013) · Series 66 (2019) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.denverpwm.com |
Request an introduction to Andrew
Tell Andrew a little about what you're looking for. Andrew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Andrew
Is Andrew Kelleher a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Denver Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Denver Private Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Kelleher based?
Andrew Kelleher is based in Denver, Colorado.
What does Andrew specialize in?
Andrew's specialties include retirement planning, estate & legacy planning and small business owners. Andrew works with high earners, founders, retirees and multi-generational families.
What credentials does Andrew Kelleher hold?
Andrew Kelleher holds the CFP credential.
Is Andrew Kelleher registered with the SEC?
Yes. Andrew Kelleher is registered as an investment adviser representative in CO (CRD 5717246), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Denver Private Wealth Management manage?
Denver Private Wealth Management reports $524.4M across 759 accounts in assets under management.
How do I contact Andrew Kelleher?
Through Andrew's website, www.denverpwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Denver Private Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.