Aspen Standard Wealth Acquires Denver Private Wealth Management
Aspen Standard Wealth Acquires Denver Private Wealth Management
DENVER--(BUSINESS WIRE)--Aspen Standard Wealth, LLC (“Aspen”), a permanent home for successful independent RIAs, announced today that it has acquired Denver Private Wealth Management (“Denver PWM”), a boutique wealth management firm based in Denver that manages approximately $550 million on behalf of its clients.
Founded in 2014, Denver PWM helps successful families, business owners, and executives protect, grow, and preserve their wealth through personalized financial strategies, including investment management, retirement planning, tax-efficient strategies, and legacy planning.
“By joining the Aspen platform, we will be able to further expand the robust suite of services available to our clients and extend our legacy for decades to come,” said Darin Snow, CIMA®, Managing Partner of Denver PWM. “This is also a wonderful opportunity for our team to build their careers with a broader team of incredibly talented industry professionals.”
“We are honored to welcome Denver PWM to the Aspen platform. We look forward to providing their team with the resources and expertise to ensure their clients continue to receive the best possible wealth management experience for many, many years to come,” added Aly Kassim-Lakha, CEO of Aspen.
Aspen takes an individualized approach to partnering with RIAs. The firm focuses on long-term alignment, preserving each firm’s identity, empowering leadership, and supporting sustainable growth.
FP Transitions served as financial advisor to Denver PWM on this transaction.
About Aspen Standard Wealth, LLC
Aspen Standard Wealth acquires leading RIAs and provides them with a permanent home. Aspen’s business model supports long-term growth, talent development, and legacy preservation, while enabling firms and their leaders to operate independently. Aspen is not a registered investment adviser. Investment advisory services are delivered by Aspen’s affiliated RIAs and references to AUM represent assets under management held at such firms. Learn more at aspenstandardwealth.com.
About Denver Private Wealth Management
Denver Private Wealth Management is a client-focused, full-service wealth management advisory firm created to meet the unique needs of our clients. Denver Private Wealth Management provides a transparent process and philosophy based on the values inherent in Colorado’s entrepreneurial heritage. We offer straightforward advice and financial services customized to meet your needs and help you achieve your financial freedoms with confidence. Denver Private Wealth Management offers Investment Advisory Services through Vista Private Wealth Partners, LLC, a SEC registered investment advisor. Learn more at http://www.DenverPWM.com.
Contacts
Media contact:
Michael Walsh
612-718-8952
Michael@MichaelWalshCommunications.com
M&A contact:
Hao Qin
650-387-4243
hqin@aspenstandardwealth.com
