Matthew Dupree
Denver Private Wealth Management · Denver, Colorado
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.
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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 | CFA |
| SEC registration | Investment adviser representative in CO · CRD 2583732 |
| Exams passed | Series 63 (1995) · Series 65 (1995) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.denverpwm.com |
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Questions about Matthew
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.
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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