# Daniel Katz

> Daniel Katz is a fee-only financial advisor at Steele Street Private Wealth Management in Denver, Colorado. Steele Street Private Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-katz/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Steele Street Private Wealth Management
- **Based in:** Denver, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $187.5M across 335 accounts
- **CRD:** 5321599 (https://adviserinfo.sec.gov/individual/summary/5321599)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 66 (2007)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.steelestpwm.com

## Frequently asked questions

### Is Daniel Katz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Steele Street Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel's firm, Steele Street Private Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Daniel Katz based?

Daniel Katz is based in Denver, Colorado.

### Is Daniel Katz registered with the SEC?

Yes. Daniel Katz is registered as an investment adviser representative in CO and TX (CRD 5321599), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Steele Street Private Wealth Management manage?

Steele Street Private Wealth Management reports $187.5M across 335 accounts in assets under management.

### How do I contact Daniel Katz?

Through Daniel's website, www.steelestpwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5321599): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.