Private Client Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$41,180,567
Clients
97
Advisors
3
of 3 employees
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
Expertise
Occupation focus
Fee options
Financial planning fixed fee $1,200 to $2,400; Engage in Wealth Quick Start Plan $299 and by module; Plan Sponsor flat fees negotiated
$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
Insurance commissions earned by some advisors for sales of insurance products
Financial planning hourly rate $150-$350; Engage in Wealth hourly $100-$150; Retirement plan consulting hourly $250-$350
Engage in Wealth offers $100 monthly retainer fee
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
1040 South Gaylord Street, Suite 12
Denver CO 80209
Advisors at this office
3
Most active in
Arizona · California · Colorado · South Dakota · Texas
Also doing business as
Change Wealth Advisors · Engage In Wealth · Private Client Wealth Advisors, LLC
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
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.
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.
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.
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