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| CliftonLarsonAllen Wealth Advisors LLC
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|---|---|
| CRD # | 38357 |
| SEC # | 801-57242 |
| CIK # | 0000944361 |
| AUM | $6.8 BB (2023-03-30) |
| Employees | 154 (64% Investors, 59% Brokers) |
| Phone | 612-376-4777 |
| Address | 220 South 6th Street Minneapolis, MN 55402-1418 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,054 | 1.2 |
| (b) Individuals (high net worth individuals) | 1,477 | 4.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 140 | 0.1 |
| (h) Charitable organizations | 41 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 193 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 18,665 | 6.8 |
| By Discretionary | ||
| Discretionary | 12,792 | 5.0 |
| Non-Discretionary | 5,873 | 1.8 |
| Total | 18,665 | 6.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.8 | |
| Total | 18,665 | 6.8 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0000944361] |
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|---|---|---|
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Stonecastle Cash Management LLC
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|
Asset Strategy Consultants LLC
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|
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Gregory J Schwartz & Co Inc
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|
Riverbridge Partners LLC
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|
Dowling & Yahnke LLC
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