Matthew D. Dupree

DENVER PWM

DENVER, CO

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CRD#: 2583732

Professional summary

Matthew D Dupree, CFA is a registered financial advisor currently at DENVER PWM, LLC located in Denver, Colorado and BRANZAN INVESTMENT ADVISORS, INC. located in Denver, Colorado.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Matthew has worked at 4 firms and has passed the Series 65, Series 63 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Matthew DuPree is consulting on managerial accounting matters for a privately held software company. This is an hourly-paid role. He may also consult on managerial accounting matters with financial industry firms, but does not currently have any regularly occurring contracts with any firms not currently listed in his employment history.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew D Dupree's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

December 5, 2023 - Present

DENVER PWM, LLC

RIA

CRD#: 171139

DENVER, CO

Current

February 15, 2024 - Present

BRANZAN INVESTMENT ADVISORS, INC.

Office #1: 90 Madison St. Suite 303, Denver, CO 80206

RIA

CRD#: 120783

Denver, CO

Past

October 3, 2012 - December 26, 2023

HILLTOP INVESTMENT ADVISORS, INC.

RIA

CRD#: 113108

DENVER, CO

Past

January 1, 1999 - August 27, 2009

WEALTH MANAGEMENT CONSULTANTS INC

RIA

CRD#: 107199

DENVER, CO

Past

January 1, 1999 - December 31, 2009

HILLTOP INVESTMENT ADVISORS, INC.

RIA

CRD#: 113108

DENVER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DENVER PWM, LLC

CRD#: 171139 / SEC#: 801-79624

RIA

Registered Investment Advisory firm - (4/24/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(12/5/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/11/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/24/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 2

Date: 8/18/1995

Non-Member General Securities Examination

Current Firm

DENVER PWM, LLC

CRD#: 171139 / SEC#: 801-79624

RIA

Registered Investment Advisory firm - (4/24/2014 Approved)

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Contact information

Main Address

2000 South Colorado Boulevard Tower One Suite 3700, Denver, CO 80222

Mailing Address

Phone number

(720) 354-3850

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (6/17/2025)

Regulatory assets under management

Total Number of Accounts	1,078
AUM (Assets Under Management)	$ 554,076,246

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Matthew D. Dupree

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew D Dupree's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRANZAN INVESTMENT ADVISORS, INC.

HILLTOP INVESTMENT ADVISORS, INC.

WEALTH MANAGEMENT CONSULTANTS INC

HILLTOP INVESTMENT ADVISORS, INC.

Primary Firm SEC Registration

DENVER PWM, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/11/1995

Series 63

Date: 1/24/1995

Series 2

Date: 8/18/1995

Current Firm

DENVER PWM, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DENVER PWM, LLC

TRUST BUT VERIFY

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