Colorado Wealth Group, LLC
CRD 310024SEC# 801-122586Denver, CO
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.
Colorado Wealth Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jacob Brian Ray Control | Managing Member, Cco | 25-50% | 2020 |
| Steven William Harp Control | Managing Member, Ceo | 50-75% | 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
| Address | 1345 S. Broadway, Denver, CO 80210 |
| Office hours | 8:00 a.m.- 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$235.3MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$235.3Mregulatory AUM
Discretionary $222.5MNon-discretionary $12.8M