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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 15, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KATZ, DANIEL, RICHARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| KATZ, DANIEL, RICHARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| KATZ, DANIEL, RICHARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| KATZ, DANIEL, RICHARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| KATZ, DANIEL, RICHARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| KATZ, DANIEL, RICHARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| KATZ, DANIEL, RICHARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| KATZ, DANIEL, RICHARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| KATZ, DANIEL, RICHARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| KATZ, DANIEL, RICHARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| VADER, CASEY, M | I | MANAGING MEMBER | D | Control |
| VADER, CASEY, M | I | MANAGING MEMBER | D | Control |
| VADER, CASEY, M | I | MANAGING MEMBER | D | Control |
| VADER, CASEY, M | I | MANAGING MEMBER | D | Control |
| VADER, CASEY, M | I | MANAGING MEMBER | D | Control |
| VADER, CASEY, M | I | MANAGING MEMBER | D | Control |
| VADER, CASEY, M | I | MANAGING MEMBER | D | Control |
| VADER, CASEY, M | I | MANAGING MEMBER | D | Control |
| VADER, CASEY, M | I | MANAGING MEMBER | D | Control |
| VADER, CASEY, M | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Feb 15, 2025 REGISTERED
Notice Filings (3)
CA CO TX
Address
50 S. STEELE STREET, SUITE 501DENVER, CO 80209
United States
Phone: 720-730-2550