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| Keyboard |
| Colorado Wealth Group LLC
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|---|---|
| CRD # | 310024 |
| SEC # | 801-122586 |
| CIK # | 0002001152 |
| AUM | 235.3 M (2025-12-03) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 720-729-2500 |
| Address | 1345 S Broadway Denver, CO 80210 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 243 | 53.7 |
| (b) Individuals (high net worth individuals) | 98 | 168.8 |
| (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 | 7 | 12.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,161 | 235.3 |
| By Discretionary | ||
| Discretionary | 1,154 | 222.5 |
| Non-Discretionary | 7 | 12.8 |
| Total | 1,161 | 235.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 235.3 | |
| Total | 1,161 | 235.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Spectrum Planning & Advisory Services Inc
✚
|
CA | 235.7 M |
|
Crown Oak Advisors LLC
✚
|
235.6 M | |
|
Birch Capital Management LLC
✚
|
235.5 M | |
|
Portland Private Wealth Management Inc
✚
|
OR | 235.4 M |
|
Spectrum Financial Resources LLC
✚
|
MI | 235.3 M |
|
Promethium Advisors LLC
✚
|
MD | 235.3 M |
|
Lind Capital Partners LLC
✚
|
IL | 235.0 M |
|
Horizon Wealth Advisors LLC
✚
|
235.0 M | |
|
Kingsman Wealth Management Inc
✚
|
FL | 235.0 M |
|
LCW Services LLC
✚
|
VA | 234.9 M |