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Austyn R Garcia

Denver Wealth Management, Inc.

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About Austyn R Garcia

Austyn Garcia is a financial advisor with Denver Wealth Management, Inc., where has been with the firm since August 2018. Prior to joining Denver Wealth Management, Inc. Austyn has held roles at various companies, including Colorado State University and LPL Financial. Austyn Garcia holds both Series 7 and Series 66 licenses and is a licensed insurance agent. Austyn Garcia specializes in financial planning and portfolio management for individuals and provides a wide range of advisory services.

Firm Information

Austyn Garcia 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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Austyn Garcia’s Registration & Firm History

CO

07/01/2021 - Present

Denver Wealth Management, Inc. (DENVER CO)

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Licenses & Designations

BOTH

Issued 05/24/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/22/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/04/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Austyn R Garcia.
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