# Logan Richard

> Logan Richard is a fee-only financial advisor at Denver Private Wealth Management in Denver, Colorado, who holds the CFP credential. Logan 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.

Page: https://find.wellspent.co/advisors/logan-richard/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm's website)
- **Assets under management (firm):** $524.4M across 759 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners
- **Works with:** High earners, Founders, Retirees, Multi-generational families
- **CRD:** 8011211 (https://adviserinfo.sec.gov/individual/summary/8011211)
- **SEC registration:** Investment adviser representative in CO
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.denverpwm.com

## Frequently asked questions

### Is Logan Richard a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Logan 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 Logan charge for financial advice?

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

### Where is Logan Richard based?

Logan Richard is based in Denver, Colorado.

### What does Logan specialize in?

Logan's specialties include retirement planning, estate & legacy planning and small business owners. Logan works with high earners, founders, retirees and multi-generational families.

### What credentials does Logan Richard hold?

Logan Richard holds the CFP credential.

### Is Logan Richard registered with the SEC?

Yes. Logan Richard is registered as an investment adviser representative in CO (CRD 8011211), 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 Logan Richard?

Through Logan's website, www.denverpwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8011211): 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
- The firm's website (https://www.denverpwm.com/): specialties, clients served, and fees, checked October 30, 2026

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