IR
Isaac Russo
DENVER WEALTH MANAGEMENT
DENVER, CO 80237
Some features on this profile are disabled
CRD#: 7382752
IR
Professional summary
Isaac Russo is a registered financial advisor currently at DENVER WEALTH MANAGEMENT, INC. located in Denver, Colorado and LPL FINANCIAL LLC located in Denver, Colorado.
Isaac is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Isaac has worked at 2 firms and has passed the Series 65, Series 7TO and SIE 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.
1) 07/30/2025 - Denver Wealth Management, Inc. - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location (s) - Start Date:07/18/2025 - 0 Hrs/Mth - 0 Hrs During -100% Time Spent 2) 08/05/2025 - Denver Wealth Management, Inc. - Investment Related - Registered Investment Advisor Hybrid - At reported business location (s) - Start Date:09/01/2024 - 195 Hrs/Mth - 7.5 Hrs During Trading.I provide investment advisory services through Denver Wealth Management, Inc., an independent investment advisor firm. I started this business activity in 8/2025. I expect to spend approximately 195 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Isaac Russo'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®
NoneExperience
Current
May 18, 2024 - Present
DENVER WEALTH MANAGEMENT, INC.
Office #1: 4582 S Ulster St. Suite 1300, Denver, CO 80237RIA
CRD#: 284868
DENVER, CO
Current
August 21, 2025 - Present
LPL FINANCIAL LLC
Office #1: 4582 S Ulster St Ste 1300, Denver, CO 80237RIA
BD
CRD#: 6413
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".
DW
DENVER WEALTH MANAGEMENT, INC.
DENVER WEALTH MANAGEMENT INC. | SUMMIT WEALTH ADVISORS | PROVIDENCE CAPITAL PARTNERS INC. | PROVIDENCE CAPITAL PARTNERS | DENVER WEALTH MANAGEMENT, INC.
CRD#: 284868 / SEC#: 801-114166
RIA
Registered Investment Advisory firm - (10/19/2018 Approved)Arizona
Registered Investment Advisory firm - (10/23/2018 Terminated)Colorado
Registered Investment Advisory firm - (10/26/2018 Terminated)New Mexico
Registered Investment Advisory firm - (10/23/2018 Terminated)Texas
Registered Investment Advisory firm - (10/23/2018 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Colorado(5/18/2024)
RR
Colorado(8/21/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/21/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
DW
DENVER WEALTH MANAGEMENT, INC.
DENVER WEALTH MANAGEMENT INC. | SUMMIT WEALTH ADVISORS | PROVIDENCE CAPITAL PARTNERS INC. | PROVIDENCE CAPITAL PARTNERS | DENVER WEALTH MANAGEMENT, INC.
CRD#: 284868 / SEC#: 801-114166
RIA
Registered Investment Advisory firm - (10/19/2018 Approved)Arizona
Registered Investment Advisory firm - (10/23/2018 Terminated)Colorado
Registered Investment Advisory firm - (10/26/2018 Terminated)New Mexico
Registered Investment Advisory firm - (10/23/2018 Terminated)Texas
Registered Investment Advisory firm - (10/23/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4582 S Ulster St. Suite 1300, Denver, CO 80237
Mailing Address
Phone number
(303) 261-8015
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,213 |
| AUM (Assets Under Management) | $ 435,735,676 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
