Denver, CO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Scope Wealth Management
Supported
Firm-wide stats for Scope Wealth Management
About
Scope Wealth Management provides personalized financial planning and discretionary investment management to individuals, families, businesses, trusts, and estates using separately managed accounts. The firm primarily serves non‑high‑net‑worth individual clients rather than focusing on wealthy households.
Investment portfolios are built with a core‑satellite approach that pairs low‑cost passive core holdings with concentrated, proprietary satellite positions developed through fundamental, value‑oriented analysis. For suitable clients the adviser may employ derivatives and equity options strategies — including margin‑enabled and short‑term option trades within separately managed accounts — which is uncommon among peers and brings additional leverage and liquidity considerations.
Distinctive features include the firm’s use of proprietary satellite portfolios provided to investment clients at no separate charge and its willingness to implement active option and leverage strategies inside SMAs. The brochure also discloses that certain firm principals have outside real estate employment or contractor roles, a factor that can affect advisor availability and presents disclosed potential conflicts of interest.
Based on Scope Wealth Management
Expertise
Based on Scope Wealth Management
Location
Denver CO
Advisors at this office
2
Advisors at this office
James B
Series 65
Denver, CO
Scope Wealth Management
James Brady is a financial advisor at Scope Wealth Management in Denver, CO, holding a Series 65 designation. He has eight years of experience at CBRE and prior to that, eight years at Cushman & Wakefield. Scope Wealth Management provides personalized financial planning and discretionary investment management to individuals, families, businesses, trusts, and estates, primarily serving non–high-net-worth clients. The firm employs a core-satellite investment approach combining low-cost passive core holdings with proprietary, value-oriented satellite positions, and utilizes active option and leverage strategies within separately managed accounts.
David J
CFP®, Series 65
Denver, CO
Scope Wealth Management
David Johanson is a CFP® and Series 65-licensed advisor with 11 years of industry experience. He has been with Scope Wealth Management since 2015 and also worked at Laramar Group starting in 2025. Based in Denver, CO, he serves a diverse client base through his current firm. Scope Wealth Management provides personalized financial planning and discretionary investment management to individuals, families, businesses, trusts, and estates. The firm primarily serves non‑high‑net‑worth individual clients and employs a core-satellite investment approach, incorporating low-cost passive holdings alongside concentrated, value-oriented satellite positions.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)