Investment adviser · CRD 299856
STEELE STREET PRIVATE WEALTH MANAGEMENT
Investment adviser filing (IA)
CDKV HOLDINGS LLC
DENVER, CO, United States · Form ADV filed Mar 11, 2026
- Regulatory AUM
- $188M Form ADV · Item 5.F
- Client accounts
- 335 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 60 | $159,623,249 | 85.1% |
| Individuals | 51 | $23,398,000 | 12.5% |
| Charities | Fewer than 5 | $4,503,014 | 2.4% |
Filing source
Form ADV 2038845 · Mar 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
50 S. STEELE STREET, SUITE 501DENVER, CO, 80209, United States
CRD 299856
Filing source
Form ADV 2038845 · Mar 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.