AA
ARAX ADVISORY PARTNERS
SEC RegisteredDENVER, COhttps://kleinhenzwealth.com303-633-5900
Assets Under Management
$5B–$25B
Employees
122
Office Locations
12 offices
Total Accounts
19054
About the firm
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
Services
Private funds / alternatives
Private EquityReal Estate
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 5,109 | $1.2B |
| High Net Worth Individuals | 1,840 | $8.6B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 35 | $138M |
| State/Municipal Entities | 106 | — |
| Insurance Companies | 3 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $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
47 advisors in the directory
William Edgar Allen
Investment Adviser Representative
Jeffrey Willard Apps
Investment Adviser Representative
Glenn J Arons
Investment Adviser Representative
Braedon Gregory Bayer
Investment Adviser Representative
Gregory John Bayer
Investment Adviser Representative
Gary Ben-Ezra
Investment Adviser Representative
Adam William Bippen
Investment Adviser Representative
Adam Blocki
Investment Adviser Representative
Anthony Lee Blueford
Investment Adviser Representative
Kenneth Ross Brodkowitz
Investment Adviser Representative
Adam Kenley Camacho
Investment Adviser Representative
Anthony Jacob Chisolm
Investment Adviser Representative
Gerald A Clas
Investment Adviser Representative
Andrew Parker Cormack
Investment Adviser Representative
Nathan Alan Croyle
Investment Adviser Representative
Andrej Drazetic
Investment Adviser Representative
Albert G Flores
Investment Adviser Representative
Allison Mehlhorn Fuehne
Investment Adviser Representative
Steven Bennett Goode
Investment Adviser Representative
Sumit Handa
Investment Adviser Representative
Zachary David Herring
Investment Adviser Representative
Aaron John Hodari
Investment Adviser Representative
Geraldine Ann Janiczek
Investment Adviser Representative
Bernard Steven Kent
Investment Adviser Representative
Michael Kirtio
Investment Adviser Representative
Trisha Kay Koontz
Investment Adviser Representative
Robert Howard Lipp
Investment Adviser Representative
Alexander Lloyd Martin
Investment Adviser Representative
John Alex Maurer
Investment Adviser Representative
Austin Robert Myers
Investment Adviser Representative
Daniel Albert Noven
Investment Adviser Representative
Hayden Thomas Peek
Investment Adviser Representative
Ryan Peek
Investment Adviser Representative
Anjanette Monique Phetteplace
Investment Adviser Representative
Joseph Porcelli
Investment Adviser Representative
Andrew Price Rhoads
Investment Adviser Representative
Frederico Rodriguez Jr
Investment Adviser Representative
Ann Marie Sandquist
Investment Adviser Representative
Michael Brian Schoffman
Investment Adviser Representative
John Alexander Scott, III
Investment Adviser Representative
Daniel Short
Investment Adviser Representative
Jason Siegel
Investment Adviser Representative
David Andrew Simon
Investment Adviser Representative
Ann-Noel Campbell Spencer
Investment Adviser Representative
Paul Robert Wehner
Investment Adviser Representative
Anthony Wojda
Investment Adviser Representative
Linda Sue Young
Investment Adviser Representative
Regulatory & compliance
CRD number
#133535
SEC Number
801-67165
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Performance-based / Other
Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
kleinhenzwealth.comPhone
303-633-5900Find an advisor that fits
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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.