AdFi
AA

ARAX ADVISORY PARTNERS

SEC Registered

Understanding the economics of your life.

DENVER, COhttps://kleinhenzwealth.com303-633-5900
Assets Under Management
$5B–$25B
Employees
122
Office Locations
12 offices
Total Accounts
19054

About the firm

Kleinhenz Wealth Management specializes in hearing clients first, then helping them make a difference in creating the life they imagined. They develop one-of-a-kind solutions for individuals and families through careful planning.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsState/Municipal

Areas of expertise

Wealth ManagementFinancial PlanningFamily PlanningIndividualized Solutions

Services

Wealth management, careful planning, and developing individualized action plans and one-of-a-kind solutions for clients and their families.

Private funds / alternatives
Private EquityReal Estate

Who they serve

Individual family members and families with varying concerns, cares, worries, needs, and dreams.

Client segmentClientsAssets managed
Individuals (Non-HNW)5,109$1.2B
High Net Worth Individuals1,840$8.6B
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans0$0
Charitable Organizations35$138M
State/Municipal Entities106
Insurance Companies3
Sovereign Wealth Funds0
Corporations0$0

10 total clients reported on Form ADV.

Leadership

David Andrew Simon
MANAGING DIRECTOR
Michael P Riordan
MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER
Patrick C. South
MANAGING DIRECTOR

Office locations

12 offices in 5 states
CO
DENVERHQ
CO
DENVER
PA
SEWICKLEY
CO
COLORADO SPRINGS
FL
TAMPA
NY
NEW YORK
CO
LITTLETON
CO
GRAND JUNCTION
CO
GRAND JUNCTION
CO
HOTCHKISS
CO
GRAND JUNCTION
ID
BURLEY

Advisors at this firm

Showing 100 of 126

William Edgar Allen
Investment Adviser Representative
Dual-registered
Jeffrey Willard Apps
Investment Adviser Representative
Dual-registered
Glenn J Arons
Investment Adviser Representative
Dual-registered
Kevin Matthew Beauchamp
Investment Adviser Representative
Dual-registered
Edward Joseph Bell
Investment Adviser Representative
Investment Adviser Rep
Daniel Vincent Beringer
Investment Adviser Representative
Dual-registered
Matthew Steven Borriello
Investment Adviser Representative
Dual-registered
Russell Babiarz
Investment Adviser Representative
Investment Adviser Rep
Braedon Gregory Bayer
Investment Adviser Representative
Dual-registered
Gregory John Bayer
Investment Adviser Representative
Dual-registered
Gary Ben-Ezra
Investment Adviser Representative
Dual-registered
Sanhita Bhattacharya
Investment Adviser Representative
Dual-registered
Adam William Bippen
Investment Adviser Representative
Investment Adviser Rep
Adam Blocki
Investment Adviser Representative
Dual-registered
Anthony Lee Blueford
Investment Adviser Representative
Investment Adviser Rep
Kenneth Ross Brodkowitz
Investment Adviser Representative
Dual-registered
William George Caster
Investment Adviser Representative
Dual-registered
Philip Joseph Cook
Investment Adviser Representative
Investment Adviser Rep
Joseph Donald Curtis
Investment Adviser Representative
Dual-registered
Adam Kenley Camacho
Investment Adviser Representative
Dual-registered
Brian Douglas Chase
Investment Adviser Representative
Investment Adviser Rep
Anthony Jacob Chisolm
Investment Adviser Representative
Dual-registered
Gerald A Clas
Investment Adviser Representative
Dual-registered
Jennifer Weixiao Condon
Investment Adviser Representative
Investment Adviser Rep
Jacob T Cooke
Investment Adviser Representative
Investment Adviser Rep
Andrew Parker Cormack
Investment Adviser Representative
Dual-registered
Nathan Alan Croyle Mr.
Investment Adviser Representative
Investment Adviser Rep
Nicholas George Daniel
Investment Adviser Representative
Dual-registered
Paul Whitney Davis Mr
Investment Adviser Representative
Dual-registered
Richard Ivan Davis
Investment Adviser Representative
Dual-registered
Dennis Chapman Delphenich
Investment Adviser Representative
Dual-registered
Carina Shipotofsky Diamond
Investment Adviser Representative
Dual-registered
Carlton Jerome Dick
Investment Adviser Representative
Dual-registered
Marina Laurie Ditommaso
Investment Adviser Representative
Dual-registered
Peter James Donovan
Investment Adviser Representative
Dual-registered
Brian Joseph Durkin
Investment Adviser Representative
Investment Adviser Rep
Byron James Dyck
Investment Adviser Representative
Dual-registered
Andrej Drazetic
Investment Adviser Representative
Dual-registered
Deborah Kay Edwards
Investment Adviser Representative
Dual-registered
Richard Joseph Elias IV
Investment Adviser Representative
Investment Adviser Rep
Benton Ramsey Ellis III
Investment Adviser Representative
Investment Adviser Rep
Jeremy Frederick Fawcett
Investment Adviser Representative
Dual-registered
Bradley Kevin Feldman
Investment Adviser Representative
Dual-registered
Albert G Flores
Investment Adviser Representative
Dual-registered
Allison Mehlhorn Fuehne
Investment Adviser Representative
Dual-registered
Tyler Joseph Graeve
Investment Adviser Representative
Dual-registered
Sarah Louise Gries
Investment Adviser Representative
Investment Adviser Rep
Steven Bennett Goode
Investment Adviser Representative
Dual-registered
Daniel Stephen Graeve
Investment Adviser Representative
Investment Adviser Rep
Terry Harland Hall
Investment Adviser Representative
Investment Adviser Rep
Robert Joseph Herman
Investment Adviser Representative
Dual-registered
Brent Roger Horvath
Investment Adviser Representative
Dual-registered
Sumit Handa
Investment Adviser Representative
Investment Adviser Rep
Zachary David Herring
Investment Adviser Representative
Dual-registered
Aaron John Hodari
Investment Adviser Representative
Dual-registered
Kristian Daniel Jarosz
Investment Adviser Representative
Dual-registered
Patrick Donald Johnson
Investment Adviser Representative
Dual-registered
Geraldine Ann Janiczek
Investment Adviser Representative
Dual-registered
Stefanie Lyne Jenkins
Investment Adviser Representative
Dual-registered
John Edward Kleinhenz
Investment Adviser Representative
Investment Adviser Rep
Karen Rose Kleinhenz
Investment Adviser Representative
Dual-registered
Bernard Steven Kent
Investment Adviser Representative
Dual-registered
Michael Kirtio
Investment Adviser Representative
Dual-registered
Trisha Kay Koontz
Investment Adviser Representative
Dual-registered
Hoa Thi Le
Investment Adviser Representative
Dual-registered
Jeffrey Joseph Loehr
Investment Adviser Representative
Investment Adviser Rep
Robert Howard Lipp
Investment Adviser Representative
Dual-registered
Brandon Young Ho Lorenz
Investment Adviser Representative
Dual-registered
Brian John Mackey
Investment Adviser Representative
Investment Adviser Rep
Hugh Patrick Maginnis Jr
Investment Adviser Representative
Dual-registered
Michael Norman Manly
Investment Adviser Representative
Dual-registered
Maria Millner
Investment Adviser Representative
Dual-registered
Prasad Mohan
Investment Adviser Representative
Dual-registered
John Milton Montgomery
Investment Adviser Representative
Dual-registered
Denise Ann Morgantini
Investment Adviser Representative
Dual-registered
Alexander Lloyd Martin
Investment Adviser Representative
Dual-registered
Kenneth Mathieson
Investment Adviser Representative
Dual-registered
John Alex Maurer
Investment Adviser Representative
Dual-registered
Austin Robert Myers
Investment Adviser Representative
Investment Adviser Rep
Mark Thomas Neely
Investment Adviser Representative
Dual-registered
Kayla Renee Nieman
Investment Adviser Representative
Dual-registered
Daniel Albert Noven
Investment Adviser Representative
Investment Adviser Rep
Michael Francis O'Connor
Investment Adviser Representative
Dual-registered
Michael Garrett Ott
Investment Adviser Representative
Dual-registered
Joseph G Opiela
Investment Adviser Representative
Investment Adviser Rep
Christian Todd Pevarnik
Investment Adviser Representative
Dual-registered
Kurt Thomas Propst
Investment Adviser Representative
Dual-registered
Douglas Howard Pardieck
Investment Adviser Representative
Dual-registered
Hayden Thomas Peek
Investment Adviser Representative
Investment Adviser Rep
Ryan Peek
Investment Adviser Representative
Dual-registered
Anjanette Monique Phetteplace
Investment Adviser Representative
Investment Adviser Rep
Joseph Porcelli
Investment Adviser Representative
Dual-registered
Joshua David Probasco
Investment Adviser Representative
Investment Adviser Rep
Deborah L Ray
Investment Adviser Representative
Dual-registered
Michael P Riordan
Investment Adviser Representative
Investment Adviser Rep
Andrew Price Rhoads
Investment Adviser Representative
Dual-registered
Frederico Rodriguez Jr
Investment Adviser Representative
Dual-registered
Seth William Roggenkamp
Investment Adviser Representative
Investment Adviser Rep
Robert Joseph Samrah
Investment Adviser Representative
Investment Adviser Rep
Marc Rodney Schechter
Investment Adviser Representative
Investment Adviser Rep

Regulatory & compliance

CRD number
#133535
SEC Number
801-67165
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Performance-based / Other
Minimum: $50,000 (waivable)

Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ARAX ADVISORY PARTNERS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
ARAX ADVISORY PARTNERS in DENVER, CO | AdvisorFinder