| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Jacob Buffie Control | Chief Compliance Officer | Under 5% | 2016 |
| Cliftonlarsonallen LLP Control | Sole Member | Over 75% | 2014 |
| Jaclyn Suzanne Van Horrick Control | Principal Operations Officer | Under 5% | 2020 |
Cliftonlarsonallen Wealth Advisors, LLC reports $12.3 billion in regulatory assets under management on its Form ADV.
Cliftonlarsonallen Wealth Advisors, LLC reports 148 employees.
Cliftonlarsonallen Wealth Advisors, LLC is based in Minneapolis, MN and has been SEC-registered since 2000.
Cliftonlarsonallen Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 220 South 6th Street, Suite 300, Minneapolis, MN 55402-1418 |
| Phone | 612-376-4777 |
| Fax | 612-376-4690 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 944361 |
| Discloses disciplinary history | Yes |
| Discretionary | $7.29B |
| Non-discretionary | $5.04B |
| Total (RAUM) | $12.33B |