SHJ Wealth Advisors
TL;DR
Denver-based fee-only firm reorganized from Sharkey, Howes, Wagner & Javer, which began in 1990, offering financial planning and investment management to individuals and businesses.
$1.1 billion
Regulatory AUM
As of ADV filing 2026-09-21
2,397
Accounts / Clients
868 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
13
Team Size
employees, 9 advisory
35 yrs
Years Registered
First registered 1991
About SHJ Wealth Advisors
Denver-based fee-only firm reorganized from Sharkey, Howes, Wagner & Javer, which began in 1990, offering financial planning and investment management to individuals and businesses.
Office: 720 South Colorado Boulevard, Suite 600 South Tower, Denver, CO 80246.
Best for: Households with $250,000 or more wanting fee-only planning and management
Fee model and designations stated on the guide
Fee-only
Form ADV data
CRD106050
RegistrationSEC-registered
First registration1991
Regulatory AUM$1.1 billion
ADV filing date2026-09-21
Accounts2,397
Clients868 individual and high-net-worth clients
Employees13
Advisory employees9
Fee modelFee-only per ADV 2A, no commissions on any product
Minimum$250,000 investment account, occasionally less (ADV 2A)
Disclosure events (Item 11)0
DesignationsNone named in ADV 2A; site blocked automated access
Source: SEC Investment Adviser Public Disclosure, CRD 106050, as of ADV filing 2026-09-21, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Denver, CO (2026): rank 7 of 10
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