CDKV HOLDINGS LLC
Legal name: STEELE STREET PRIVATE WEALTH MANAGEMENT
CRD #299856 SEC #801-120361 DENVER, CO 720-730-2550
SEC Registered
Total AUM
$151.8M
Discretionary
$151.4M
Employees
2
Clients
25
Accounts
303
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $151.8M | $151.4M | $423.5K | 2 | 0 |
| Mar 2024 | $147.7M | $147.5M | $196.1K | 2 | 0 |
| Mar 2023 | $123.7M | $123M | $760.5K | 2 | 0 |
| Feb 2022 | $132.4M | $131.8M | $648K | 2 | 0 |
| Dec 2021 | $107.8M | $107.3M | $490.3K | 2 | 0 |
| Jan 2021 | $107.8M | $107.3M | $490.3K | 2 | 0 |
| Jun 2019 | $69.8M | $69.8M | $0 | 2 | 0 |
| May 2019 | $69.8M | $69.8M | $0 | 2 | 0 |
| Jan 2019 | $0 | $0 | $0 | 2 | 0 |
| Dec 2018 | $0 | $0 | $0 | 2 | 0 |
DateFeb 2025
Total AUM$151.8M
Discretionary$151.4M
Non-Disc.$423.5K
Employees2
Clients0
DateMar 2024
Total AUM$147.7M
Discretionary$147.5M
Non-Disc.$196.1K
Employees2
Clients0
DateMar 2023
Total AUM$123.7M
Discretionary$123M
Non-Disc.$760.5K
Employees2
Clients0
DateFeb 2022
Total AUM$132.4M
Discretionary$131.8M
Non-Disc.$648K
Employees2
Clients0
DateDec 2021
Total AUM$107.8M
Discretionary$107.3M
Non-Disc.$490.3K
Employees2
Clients0
DateJan 2021
Total AUM$107.8M
Discretionary$107.3M
Non-Disc.$490.3K
Employees2
Clients0
DateJun 2019
Total AUM$69.8M
Discretionary$69.8M
Non-Disc.$0
Employees2
Clients0
DateMay 2019
Total AUM$69.8M
Discretionary$69.8M
Non-Disc.$0
Employees2
Clients0
DateJan 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0