Logan Richard
Denver Private Wealth Management · Denver, Colorado
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.
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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 8011211 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.denverpwm.com |
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Questions about Logan
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.
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.
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