Berenz Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$54,181,497
Clients
136
Advisors
2
of 3 employees
About
Berenz Wealth Management LLC provides personalized asset management and financial consulting primarily to individual clients—including high‑net‑worth households—and small businesses. The firm operates on a fee‑only basis and offers both discretionary and non‑discretionary portfolio management, retirement and tax‑aware planning, financial reports, and access to an online wealth‑planning portal.
The firm’s investment process combines fundamental, technical and cyclical analysis to set asset allocation and security selection, and it implements strategies ranging from long‑term holdings to active trading and option writing. Berenz discloses the use of derivatives and the potential to employ borrowing within separately managed accounts and relies on third‑party research and portfolio tools for monitoring and rebalancing.
What is distinctive about the firm compared with many peers is the explicit incorporation of leverage and derivatives into separately managed accounts and an affiliated tax‑preparation/enrolled‑agent practice; the affiliation is disclosed and described as a potential conflict that the firm seeks to mitigate. Operating with a small advisory team and roughly $54 million in assets across about 136 client relationships, the firm pairs these less‑common trading capabilities with a small‑firm service model.
Client services
Expertise
Fee options
Up to $99,999 - $99,999: 1.25% (Sapphire service), 1.50% (Platinum service) + 0.35% (Options fee) $100,000 - $999,999: 1.00% (Sapphire), 1.25% (Platinum) + 0.30% (Options fee) $1,000,000+: 0.85% (Sapphire), 1.00% (Platinum) + 0.25% (Options fee)
Financial consulting and financial report preparation at a negotiable hourly rate of $200
Fee-only: Negotiable hourly fee of $200 for financial consulting and reporting services
Main office
2 West Dry Creek Circle, Suite 100
Littleton CO 80120
Advisors at this office
2
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Brian B
Series 63, Series 66
Littleton, CO
Berenz Wealth Management, LLC
Brian Berenz is a financial advisor with Berenz Wealth Management, LLC in Littleton, CO, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has worked at Berenz Wealth Management since 2013 and operates Berenz Tax, Inc., a tax preparation service he started in 2015. Berenz Wealth Management provides personalized asset management and financial consulting primarily to individual investors and small businesses. The firm employs fundamental, technical, and cyclical analysis in its investment process and offers a range of services including discretionary and non-discretionary portfolio management and financial planning.
Joseph M
Series 63, Series 66
Littleton, CO
Berenz Wealth Management, LLC
Joseph Mascioli is a financial advisor with Berenz Wealth Management, LLC in Littleton, Colorado, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Edward Jones and Raymond James Financial Services, among others. He also maintains an active insurance practice as a sole proprietor. Berenz Wealth Management provides personalized asset management and financial consulting primarily to individual clients, including high-net-worth households, and small businesses. The firm employs a fee-only model and combines fundamental, technical, and cyclical analysis to inform its investment process, incorporating strategies such as long-term holdings, active trading, option writing, leverage, and derivatives within separately managed accounts.
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