Daniel Katz
Steele Street Private Wealth Management · Denver, Colorado
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.
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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 | $187.5M across 335 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 5321599 |
| Exams passed | Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.steelestpwm.com |
| Profile |
How Daniel's firm compares
- Steele Street Private Wealth Management's average account is about $560,000, from its Form ADV (assets managed divided by 335 accounts).
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Questions about Daniel
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.
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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