# Matthew Dupree

> Matthew Dupree is a fee-only financial advisor at Denver Private Wealth Management in Denver, Colorado, who holds the CFA credential. Matthew 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/matthew-dupree/
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:** CFA
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners
- **Works with:** High earners, Founders, Retirees, Multi-generational families
- **CRD:** 2583732 (https://adviserinfo.sec.gov/individual/summary/2583732)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 63 (1995), Series 65 (1995)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.denverpwm.com

## Frequently asked questions

### Is Matthew Dupree a fee-only financial advisor?

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

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

### Where is Matthew Dupree based?

Matthew Dupree is based in Denver, Colorado.

### What does Matthew specialize in?

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

### What credentials does Matthew Dupree hold?

Matthew Dupree holds the CFA credential.

### Is Matthew Dupree registered with the SEC?

Yes. Matthew Dupree is registered as an investment adviser representative in CO (CRD 2583732), 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 Matthew Dupree?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2583732): 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.