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| Happy Holidays!! thanks for using AUM13F!! |
| Colorado Wealth Group LLC
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| CRD # | 310024 |
| SEC # | 801-122586 |
| CIK # | 0002001152 |
| AUM | $235.3 M (2025-06-25) |
| Employees | 11 (91% Investors, 0% Brokers) |
| Phone | 720-729-2500 |
| Address | 1345 S Broadway Denver, CO 80210 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 243 | 53.7 |
| (b) Individuals (high net worth individuals) | 98 | 168.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 12.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,161 | 235.3 |
| By Discretionary | ||
| Discretionary | 1,154 | 222.5 |
| Non-Discretionary | 7 | 12.8 |
| Total | 1,161 | 235.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 235.3 | |
| Total | 1,161 | 235.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Oxford Wealth Group LLC
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|
FL | 0.2 |
|
Benningfield Financial Advisors LLC
✚
|
CA | 0.2 |
|
Hendershott Wealth Management LLC
✚
|
IN | 0.2 |
|
Nuclo Wealth LLC
✚
|
TX | 0.2 |
|
Muirfield Wealth Advisors LLC
✚
|
NC | 0.2 |
|
Foronjy Financial LLC
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|
CA | 0.2 |
|
Alchemi Wealth LLC
✚
|
CT | 0.2 |
|
Alpha Analytics Investment Group LLC
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|
CA | 0.2 |
|
Alliance Wealth Management Partners LLC
✚
|
TN | 0.2 |
|
Silver Lake Capital Partners LLC
✚
|
TX | 0.2 |