Debra H. Huttner

PEARL WEALTH LLC

Boulder, CO

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CRD#: 6244041

Professional summary

Debra Herz Huttner, CFP®, who also goes by Debra Susan Herz, is a registered financial advisor currently at PEARL WEALTH LLC located in Boulder, Colorado.

Debra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Debra has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Debra Susan Herz

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Debra Herz Huttner's 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®

CFP^®

Certified Financial Planner

Experience

Current

June 8, 2018 - Present

PEARL WEALTH LLC

RIA

CRD#: 296811

Boulder, CO

Past

October 16, 2013 - May 30, 2018

COLORADO CAPITAL MANAGEMENT

RIA

CRD#: 114011

BOULDER, CO

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
(6/8/2018)

IAR

Iowa
(10/24/2025)

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: 10/16/2013

Uniform Investment Adviser Law Examination

Current Firm

PEARL WEALTH LLC

DH2 CAPITAL, LLC | PEARL WEALTH LLC

CRD#: 296811 / SEC#:

Colorado

Registered Investment Advisory firm - (6/8/2018 Approved)

Iowa

Registered Investment Advisory firm - (10/24/2025 Approved)

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Contact information

Main Address

Boulder, CO

Mailing Address

Phone number

(303) 250-0036

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	95
AUM (Assets Under Management)	$ 92,906,650

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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Debra H. Huttner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Debra Herz Huttner's CRS (Customer Relationship Summary).

Certified licenses

Experience

PEARL WEALTH LLC

COLORADO CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 10/16/2013

Current Firm

PEARL WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PEARL WEALTH LLC

TRUST BUT VERIFY

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