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Private Client Wealth Advisors, LLC

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Client assets under management

$41,180,567

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Clients

97

0% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

32

Low

Average account size

$424,542

About

Private Client Wealth Advisors, LLC provides discretionary portfolio management and financial planning to individuals, retirement plans, trusts, and businesses. The firm manages approximately $42.1 million in client assets for a client base of under 100 and operates with a three-advisor team that offers ongoing wealth management and retirement-plan consulting.

The firm uses a mix of fundamental, technical, cyclical and quantitative analysis and implements strategies across asset classes, including mutual funds, ETFs, fixed income, and selective alternative investments. Portfolio management is discretionary and may incorporate options strategies (covered calls and spreads), IPS-driven asset allocation, periodic rebalancing, and the use of third‑party money managers where appropriate.

What distinguishes this firm relative to many peers is its integration of insurance distribution into its advisory platform: several advisors are licensed insurance producers, the firm discloses an affiliation with an insurance entity and may receive commissions on insurance sales, and it maintains processes to disclose and manage that conflict. The firm also operates a sister-brand service model with modular planning and lower‑cost investment options, and provides ERISA-focused retirement plan support (IPS drafting, investment committee assistance), despite its relatively small advisor team.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies

Occupation focus

Retired Founder/Business Owner

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Fee options

Fixed

Financial planning fixed fee $1,200 to $2,400; Engage in Wealth Quick Start Plan $299 and by module; Plan Sponsor flat fees negotiated

Percentage

$0 - $150,000: 1.50% $150,001 - $250,000: 1.25% $250,001 - $1,500,000: 1.00% $1,500,001 - $2,500,000: 0.75% $2,500,001+: Negotiable

Commissions

Insurance commissions earned by some advisors for sales of insurance products

Project-based

Financial planning hourly rate $150-$350; Engage in Wealth hourly $100-$150; Retirement plan consulting hourly $250-$350

Subscriptions

Engage in Wealth offers $100 monthly retainer fee

Other

Account minimum: $500,000 Minimum fee: $200 minimum annual fee or $50 per quarter Fee-only: Financial planning fees: fixed fees range from $1,200 to $2,400 depending on complexity; hourly planning fees range from $150 to $350 per hour; Engage in Wealth offers hourly fees $100-$150 and $100 monthly subscription, plus flat fees such as Quick Start Plan $299 and by module

Main office location

Private Client Wealth Advisors, LLC

1040 South Gaylord Street, Suite 12

Denver CO 80209, United States

Number of offices

1

Most active in

More info

Arizona · California · Colorado · South Dakota · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 303-945-2222

Advisors at this firm

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Rush S

Series 63, Series 66

Denver, CO

Private Client Wealth Advisors, LLC

Rush Steelman is a financial advisor at Private Client Wealth Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and is a managing partner and consultant for Advisor Evolution Group, a business consulting and marketing firm. Steelman also works as an independent insurance agent. Private Client Wealth Advisors, LLC is a small registered investment adviser serving primarily individual households with about $28.8 million in assets under management. The firm offers discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and insurance services, employing a combination of fundamental, technical, quantitative, and cyclical analysis.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Retired Founder/Business Owner
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Patrick C

Series 63, Series 65

Denver, CO

Private Client Wealth Advisors, LLC

Patrick Cleary is a financial advisor with Private Client Wealth Advisors, LLC in Denver, CO. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Private Client Wealth Advisors in 2021, he worked at Alpha Cubed Investments and Larimer Capital Corporation. Cleary is also a licensed insurance agent, providing insurance products to clients on a limited basis outside of trading hours. Private Client Wealth Advisors, LLC is a small registered investment adviser serving primarily individual households. The firm offers discretionary portfolio management, comprehensive and modular financial planning, retirement plan consulting, and insurance services, employing a combination of fundamental, technical, quantitative, and cyclical analysis in managing client portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Retired Founder/Business Owner
user avatar

Michael C

Series 63, Series 65, Series 66

Denver, CO

Private Client Wealth Advisors, LLC

Michael Cleary is a financial advisor with Private Client Wealth Advisors, LLC in Denver, CO, holding Series 63, 65, and 66 licenses and has 23 years of industry experience. His prior work includes positions at OneAmerica Securities, American United Life, Larimer Capital Corporation, and Cetera Advisors LLC. He is also involved in non-variable insurance sales, including fixed life and fixed annuities. Private Client Wealth Advisors, LLC is a small registered investment adviser serving primarily individual households with approximately $28.8 million in assets under management. The firm offers discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and insurance services, employing a mix of fundamental, technical, quantitative, and cyclical analysis, and may utilize options strategies for hedging.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Retired Founder/Business Owner
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