Private Client Wealth Advisors

Private Client Wealth Advisors

Private Client Wealth Advisors opened in 2014 under managing partner Rush Barrett Steelman Jr and financial advisor Michael T. Cleary. The Denver-based registered investment advisor positions itself as a fiduciary partner to families, trusts, and business clients. That fiduciary status is the firm's legal backbone — it requires placing client interests before its own. The firm's website notes registrations in Colorado, Alaska, Arizona, Nevada, and South Dakota, though the team itself appears concentrated at its Gaylord Street office in Denver. The firm structures portfolios around Dimensional Fund Advisors mutual funds, Vanguard products, and exchange-traded funds. Its investment advisory fee runs from 85 to 150 basis points annually, with transaction costs negotiated to $9.99 at TD Ameritrade Institutional and $25.00 at Charles Schwab Institutional for certain mutual fund trades. Private Client Wealth Advisors explicitly states it carries no loads or 12b-1 fees on the DFA funds it selects. The geographic reach spans at least five states, though the firm's marketing emphasizes a one-office, high-touch model for families navigating estate plans, charitable giving strategies, and retirement readiness. The team lists two client-facing professionals on its website. Steelman holds the Accredited Investment Fiduciary (AIF) and Certified Plan Fiduciary Advisor (CPFA) designations. The firm promotes a free risk-tolerance analysis tool on its homepage, using it as a lead-generation mechanism to assess whether a prospect's current portfolio matches their risk profile. Unlike larger wealth managers, the firm does not operate adjacent philanthropic vehicles, club deal networks, or proprietary alternative-investment platforms. Its architecture is a lean fiduciary advisory — a personal CFO model that farms out asset management to low-cost fund providers while retaining planning and client-relationship oversight in-house.