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Alexander Wimmer

Denver Wealth Management, Inc.

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About Alexander Wimmer

Alexander Wimmer is a financial advisor with Denver Wealth Management, Inc. based in Denver, CO. Alexander has been in the financial services industry since 2018 and has been registered with the state of California as a broker and investment advisor representative since 2019. Alexander has also been registered with the state of Colorado as an investment advisor representative since December 2024. Alexander holds Series 7 and Series 66 licenses as well as the SIE exam. Alexander is a specialist in portfolio management for individuals and provides financial planning services to clients. Alexander's previous experience includes employment with Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY.

Firm Information

Alexander Wimmer is currently registered with Denver Wealth Management, Inc.. Denver Wealth Management, Inc. is a registered investment advisor headquartered in Greenwood Village, Colorado. The firm manages approximately $372,594,995 in assets for 2,125 clients, including high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. The firm offers financial planning and portfolio management services.
Denver Wealth Management, Inc.

5299 DTC BLVD, SUITE 1350

GREENWOOD VILLAGE, CO 80111

$372.59M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexander Wimmer’s Registration & Firm History

CO

12/09/2024 - Present

Denver Wealth Management, Inc. (DENVER CO)

NY

01/03/2018 - 03/11/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/28/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexander Wimmer.
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