Brian Berenz
Berenz Wealth Management · Littleton, Colorado
Brian Berenz is a fee-only financial advisor at Berenz Wealth Management in Littleton, Colorado. Berenz Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Berenz Wealth Management |
|---|---|
| Based in | Littleton, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $54.3M across 284 accounts |
| SEC registration | Investment adviser representative in CO · CRD 4961865 |
| Exams passed | Series 63 (2005) · Series 66 (2010) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | berenzwealthmanagement.com |
| Profile |
How Brian's firm compares
- Berenz Wealth Management's average account is about $191,000, from its Form ADV (assets managed divided by 284 accounts).
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Questions about Brian
Is Brian Berenz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Berenz Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Berenz Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Brian Berenz based?
Brian Berenz is based in Littleton, Colorado.
Is Brian Berenz registered with the SEC?
Yes. Brian Berenz is registered as an investment adviser representative in CO (CRD 4961865), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Berenz Wealth Management manage?
Berenz Wealth Management reports $54.3M across 284 accounts in assets under management.
How do I contact Brian Berenz?
Through Brian's website, berenzwealthmanagement.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
- 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.
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