COLORADO WEALTH GROUP LLC

1345 S. Broadway
Denver, Colorado 80210
Tel: 720-729-2500

About COLORADO WEALTH GROUP LLC

COLORADO WEALTH GROUP LLC, formally registered with the SEC as COLORADO WEALTH GROUP LLC. The firm was established in 11/01/2021. They have over 1 offices throughout the country.

COLORADO WEALTH GROUP LLC is a Denver, Colorado based Financial Planning firm with nearly $235,338,632 assets under management, offering retirement planning & investment advisory services to 1161 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310024
SEC#	801-122586
Assets Managed by Firm	$235,338,632
No. of Clients	1161
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1161	$235,338,632
Individuals (other than high net worth individuals)	243	$53,742,126
High net worth individuals	98	$168,793,642
Pension and profit sharing plans	7	$12,802,864

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