# Berenz Wealth Management

Berenz Wealth Management is an Asset Manager based in Littleton, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Littleton, United States
- **Region:** North America
- **Address:** Phoenix, AZ, United States
- **Founded:** 1997
- **Assets under management:** Undisclosed
- **Website:** berenzwealth.com

## Regulatory record

- **CRD number:** 168826
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168826

## About

Berenz Wealth Management, LLC is a state-registered investment adviser in Littleton, CO. The firm manages $54 million in assets on a discretionary basis. It has 3 employees and 2 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Private Equity

## People

- Michele Berenz — Founder and CEO
- John Berenz — President and Managing Partner

## Questions

### Who runs investment decisions at Berenz Wealth Management?

Michele Berenz, the founder and CEO, and John Berenz, President and Managing Partner, jointly oversee portfolio construction and investment selection. The firm does not maintain a separate investment committee beyond the two named principals. Client portfolios reflect their direct oversight rather than models designed by an external CIO or third-party strategist.

### How does Berenz source its fixed-income offerings?

The firm builds individual bond ladders—primarily municipals, corporates, and agencies—by purchasing securities directly in the secondary market rather than through bond funds or SMAs. This allows Berenz to precisely manage duration, call risk, and state-specific tax treatment for Arizona residents. Credit selection is conducted in-house by the principals.

### Does Berenz Wealth Management run proprietary funds?

No. Berenz does not operate proprietary mutual funds, interval funds, or registered investment companies. Client assets are held in separately managed accounts at custodians such as Charles Schwab or Fidelity. Alternative investments like real estate and private credit are accessed through third-party private placement offerings, not in-house fund vehicles.

### What is Berenz's known posture on co-investments alongside external GPs?

The firm acts as a limited partner, not a co-investor with GPs. Berenz clients gain exposure to private real estate and credit by subscribing to limited partnership offerings from external sponsors. The firm does not negotiate co-investment rights or execute direct deals alongside those managers on behalf of clients.

### Which sectors does Berenz explicitly avoid?

The firm has no known allocation to venture capital, early-stage technology, commodities futures, or cryptocurrency. Berenz's investment approach is anchored to income generation and capital preservation, making speculative, non-cash-flowing sectors unlikely to appear in client portfolios.

### How is Berenz Wealth Management structured as an advisory business?

Berenz operates as a registered investment advisor (RIA) under the Investment Advisers Act of 1940, filing Form ADV with the SEC or appropriate state regulator. It is an independent, privately held firm with no parent company, bank holding company affiliation, or external private equity ownership. Fee structures are asset-based for portfolio management and hourly or fixed when providing standalone financial planning.

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Last updated: 2026-06-03T20:00:00.000Z

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