Broker Check

DAVID FRUM | WEALTH ADVISOR
david@denverwealthmanagement.com
(303) 261-8015

Having an analytical mind and a great love for people, David is driven by the opportunity to help individuals from all walks of life through financial advice. He joined his father and mentor Glenn “Buzz” Frum and sister Christi Frum at LPL Financial in 2013, and now serves clients across his native Colorado and beyond. In early 2017, David, Buzz and Christi partnered with the Denver Wealth Management team, inspired by their rigorous investment process and emphasis on financial planning and client education.

David’s approach to client relationships is based on the premise that every individual has a dynamic set of goals and values that makes their situation unique. As such, he specializes in providing comprehensive guidance that includes investment advice, tax awareness, retirement income strategizing, insurance coverage analysis and more. David is also a Wealth Manager for several Denver area
401(k) plans, where he educates plan participants through one-on-one meetings and group presentations on topics such as Social Security and debt management.

Prior to becoming a Wealth Advisor, David worked at NorthStar Securities, an investment distribution company, where he assisted financial advisors with product implementation, client gathering and retention techniques, and alternative investment education. He holds the Series 7, 63, and 65 registrations through LPL Financial.

Born and raised in Colorado Springs, David attended the University of Colorado at Boulder, where he graduated with a B.A. in political science. Beyond his career, David enjoys spending time with his girlfriend, Abby, and their cockapoo Rory. His hobbies include live music, tennis, enjoying the microbrew and restaurant scene in Denver, and riding the emotional roller coaster of all the Colorado sports teams.  

David Frum offers securities through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Denver Wealth Management, Inc., a registered investment advisor. Denver Wealth Management, Inc. is a separate entity from LPL Financial.

  

  

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