BERENZ WEALTH MANAGEMENT, LLC

BERENZ WEALTH MANAGEMENT, LLC of LITTLETON, CO is an SEC-registered investment adviser (CRD 168826). Regulatory assets under management: $54.3M.

Registration

• CRD: 168826
• Type: Registered investment adviser
• Location: 2 WEST DRY CREEK CIRCLE, LITTLETON, CO, 80120
• Phone: 303-734-7123
• Latest filing: 2026-05-26
• Regulatory AUM: $54.3M
• Discretionary AUM: $53.7M
• Non-discretionary AUM: $587K
• Clients: 3
• Accounts: 284

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168826 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search