Cleros Wealth Partners, LLC
CRD 344362SEC# 801-137418Denver, CO
No longer SEC-registered. Cleros Wealth Partners, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
2
Accounts
—
Location
Denver, CO
Cleros Wealth Partners, LLC assets under management
Cleros Wealth Partners, LLC operates as an SEC-registered investment adviser based in Denver, CO. It employs 2 people.
Cleros Wealth Partners, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Caitlin Elizabeth Douglas Control | Chief Operating Officer | Under 5% | 2026 |
| Elevation Point, LLC Control | Member | Over 75% | 2026 |
| Robert Karl Ross Control | Chief Compliance Officer | Under 5% | 2026 |
| Bradford Wayne Smithy Control | Director | — | 2004 |
| Dalton - Mycg, LLC | Member | 50-75% | 2003 |
| Greg David Anderson Control | Director, Member | 25-50% | 2005 |
| James R Dickson Control | Ceo, Director | — | 2024 |
| John Leonard Sabre Control | Director | Over 75% | 2007 |
| Lynn Virginia Sabre | Member | Over 75% | 2007 |
Frequently asked questions
How many employees does Cleros Wealth Partners, LLC have?
Cleros Wealth Partners, LLC reports 2 employees.
Where is Cleros Wealth Partners, LLC located?
Cleros Wealth Partners, LLC is based in Denver, CO.
Does Cleros Wealth Partners, LLC disclose fund performance?
Cleros Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1580 Lincoln Street, Suite 680, Denver, CO 80203 |
| Office hours | 9:00a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 86%
More than 14% of 16,804 advisers