Overview
Assets Under Management: $235 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 98
Average Client Assets: $2 million
Frequently Asked Questions
COLORADO WEALTH GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310024), COLORADO WEALTH GROUP LLC is subject to fiduciary duty under federal law.
COLORADO WEALTH GROUP LLC is headquartered in DENVER, CO.
COLORADO WEALTH GROUP LLC serves 98 high-net-worth clients according to their SEC filing dated December 03, 2025. View client details ↓
According to their SEC Form ADV, COLORADO WEALTH GROUP LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
COLORADO WEALTH GROUP LLC manages $235 million in client assets according to their SEC filing dated December 03, 2025.
According to their SEC Form ADV, COLORADO WEALTH GROUP LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.72
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,161
Discretionary Accounts: 1,154
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 310024
Filing ID: 2031743
Last Filing Date: 2025-12-03 13:33:38
Website: 0