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Colorado Wealth Group, LLC

CRD 310024SEC# 801-122586Denver, CO
Export (members)
No longer SEC-registered. Colorado Wealth Group, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$235.3M
Employees
11
Accounts
1,161
Location
Denver, CO

Colorado Wealth Group, LLC assets under management

Colorado Wealth Group, LLC is an SEC-registered investment adviser based in Denver, CO. It reports $235.3 million in regulatory assets under management and employs 11 people.
View on SEC.gov ↗

Colorado Wealth Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jacob Brian Ray ControlManaging Member, Cco25-50%2020
Steven William Harp ControlManaging Member, Ceo50-75%2020

Frequently asked questions

How much does Colorado Wealth Group, LLC manage?

Colorado Wealth Group, LLC reports $235.3 million in regulatory assets under management on its Form ADV.

How many employees does Colorado Wealth Group, LLC have?

Colorado Wealth Group, LLC reports 11 employees.

Where is Colorado Wealth Group, LLC located?

Colorado Wealth Group, LLC is based in Denver, CO.

Does Colorado Wealth Group, LLC disclose fund performance?

Colorado Wealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1345 S. Broadway, Denver, CO 80210
Office hours8:00 a.m.- 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$222.5M
Non-discretionary$12.8M
Total (RAUM)$235.3M