COBIZ WEALTH, LLC
Legal name: COBIZ WEALTH
CRD #125910 SEC #801-62035 DENVER, CO 303-291-4700
SEC Registered
Total AUM
$968.2M
Discretionary
$959.3M
Employees
21
Clients
51
Accounts
1,099
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2019 | $968.2M | $959.3M | $8.9M | 21 | 43 |
| May 2019 | $968.2M | $959.3M | $8.9M | 21 | 43 |
| Mar 2019 | $968.2M | $959.3M | $8.9M | 21 | 43 |
| Nov 2018 | $972.7M | $963.9M | $8.8M | 21 | 43 |
| Apr 2018 | $972.7M | $963.9M | $8.8M | 21 | 43 |
| Mar 2018 | $972.7M | $963.9M | $8.8M | 21 | 43 |
| Mar 2017 | $848.7M | $840.4M | $8.3M | 24 | 400 |
| Jan 2017 | $858.9M | $851.4M | $7.6M | 23 | 500 |
| Jul 2016 | $858.9M | $851.4M | $7.6M | 23 | 500 |
| Mar 2016 | $858.9M | $851.4M | $7.6M | 23 | 500 |
| Jan 2016 | $866.1M | $857.2M | $8.9M | 23 | 1,000 |
| Nov 2015 | $866.1M | $857.2M | $8.9M | 23 | 1,000 |
| Jun 2015 | $866.1M | $857.2M | $8.9M | 23 | 1,000 |
| Mar 2015 | $866.1M | $857.2M | $8.9M | 23 | 1,000 |
| Dec 2014 | $870.2M | $861.3M | $8.9M | 22 | 1,000 |
| Aug 2014 | $818.2M | $809.2M | $8.9M | 22 | 1,000 |
| Mar 2014 | $818.2M | $809.2M | $8.9M | 22 | 1,000 |
| Aug 2013 | $795.9M | $761.7M | $34.2M | 23 | 1,000 |
| Mar 2013 | $731.9M | $706.8M | $25.1M | 21 | 1,000 |
| Jan 2013 | $1.2B | $577.4M | $646.4M | 23 | 800 |
| Aug 2012 | $1.2B | $577.4M | $646.4M | 11 | 800 |
| Apr 2012 | $1.2B | $577.4M | $646.4M | 11 | 800 |
| Mar 2012 | $1.2B | $577.4M | $646.4M | 11 | 800 |
| Jun 2011 | $1.2B | $599.6M | $635.4M | -- | -- |
| Mar 2011 | $1.2B | $599.6M | $635.4M | -- | -- |
| Dec 2010 | $1.2B | $601.7M | $633.1M | -- | -- |
| Jul 2010 | $1.2B | $601.7M | $633.1M | -- | -- |
| Mar 2008 | $563.2M | $545.9M | $17.3M | -- | -- |
| Dec 2007 | $616.5M | $603M | $13.5M | -- | -- |
| Mar 2007 | $616.5M | $603M | $13.5M | -- | -- |
| Mar 2006 | $517.2M | $504.3M | $12.9M | -- | -- |
| Jun 2005 | $476.4M | $462.2M | $14.2M | -- | -- |
| Aug 2004 | $393M | $372.7M | $20.4M | -- | -- |
| Jul 2004 | $393M | $372.7M | $20.4M | -- | -- |
| Mar 2004 | $393M | $372.7M | $20.4M | -- | -- |
DateJun 2019
Total AUM$968.2M
Discretionary$959.3M
Non-Disc.$8.9M
Employees21
Clients43
DateMay 2019
Total AUM$968.2M
Discretionary$959.3M
Non-Disc.$8.9M
Employees21
Clients43
DateMar 2019
Total AUM$968.2M
Discretionary$959.3M
Non-Disc.$8.9M
Employees21
Clients43
DateNov 2018
Total AUM$972.7M
Discretionary$963.9M
Non-Disc.$8.8M
Employees21
Clients43
DateApr 2018
Total AUM$972.7M
Discretionary$963.9M
Non-Disc.$8.8M
Employees21
Clients43
DateMar 2018
Total AUM$972.7M
Discretionary$963.9M
Non-Disc.$8.8M
Employees21
Clients43
DateMar 2017
Total AUM$848.7M
Discretionary$840.4M
Non-Disc.$8.3M
Employees24
Clients400
DateJan 2017
Total AUM$858.9M
Discretionary$851.4M
Non-Disc.$7.6M
Employees23
Clients500
DateJul 2016
Total AUM$858.9M
Discretionary$851.4M
Non-Disc.$7.6M
Employees23
Clients500
DateMar 2016
Total AUM$858.9M
Discretionary$851.4M
Non-Disc.$7.6M
Employees23
Clients500
DateJan 2016
Total AUM$866.1M
Discretionary$857.2M
Non-Disc.$8.9M
Employees23
Clients1,000
DateNov 2015
Total AUM$866.1M
Discretionary$857.2M
Non-Disc.$8.9M
Employees23
Clients1,000
DateJun 2015
Total AUM$866.1M
Discretionary$857.2M
Non-Disc.$8.9M
Employees23
Clients1,000
DateMar 2015
Total AUM$866.1M
Discretionary$857.2M
Non-Disc.$8.9M
Employees23
Clients1,000
DateDec 2014
Total AUM$870.2M
Discretionary$861.3M
Non-Disc.$8.9M
Employees22
Clients1,000
DateAug 2014
Total AUM$818.2M
Discretionary$809.2M
Non-Disc.$8.9M
Employees22
Clients1,000
DateMar 2014
Total AUM$818.2M
Discretionary$809.2M
Non-Disc.$8.9M
Employees22
Clients1,000
DateAug 2013
Total AUM$795.9M
Discretionary$761.7M
Non-Disc.$34.2M
Employees23
Clients1,000
DateMar 2013
Total AUM$731.9M
Discretionary$706.8M
Non-Disc.$25.1M
Employees21
Clients1,000
DateJan 2013
Total AUM$1.2B
Discretionary$577.4M
Non-Disc.$646.4M
Employees23
Clients800
DateAug 2012
Total AUM$1.2B
Discretionary$577.4M
Non-Disc.$646.4M
Employees11
Clients800
DateApr 2012
Total AUM$1.2B
Discretionary$577.4M
Non-Disc.$646.4M
Employees11
Clients800
DateMar 2012
Total AUM$1.2B
Discretionary$577.4M
Non-Disc.$646.4M
Employees11
Clients800
DateJun 2011
Total AUM$1.2B
Discretionary$599.6M
Non-Disc.$635.4M
Employees--
Clients--
DateMar 2011
Total AUM$1.2B
Discretionary$599.6M
Non-Disc.$635.4M
Employees--
Clients--
DateDec 2010
Total AUM$1.2B
Discretionary$601.7M
Non-Disc.$633.1M
Employees--
Clients--
DateJul 2010
Total AUM$1.2B
Discretionary$601.7M
Non-Disc.$633.1M
Employees--
Clients--
DateMar 2008
Total AUM$563.2M
Discretionary$545.9M
Non-Disc.$17.3M
Employees--
Clients--
DateDec 2007
Total AUM$616.5M
Discretionary$603M
Non-Disc.$13.5M
Employees--
Clients--
DateMar 2007
Total AUM$616.5M
Discretionary$603M
Non-Disc.$13.5M
Employees--
Clients--
DateMar 2006
Total AUM$517.2M
Discretionary$504.3M
Non-Disc.$12.9M
Employees--
Clients--
DateJun 2005
Total AUM$476.4M
Discretionary$462.2M
Non-Disc.$14.2M
Employees--
Clients--
DateAug 2004
Total AUM$393M
Discretionary$372.7M
Non-Disc.$20.4M
Employees--
Clients--
DateJul 2004
Total AUM$393M
Discretionary$372.7M
Non-Disc.$20.4M
Employees--
Clients--
DateMar 2004
Total AUM$393M
Discretionary$372.7M
Non-Disc.$20.4M
Employees--
Clients--