CALEDONIA WEALTH MANAGEMENT, LTD.
CRD #149649 SEC #801-69966 BOULDER, CO 720-239-1260
SEC Registered
Total AUM
$23.3M
Discretionary
$21.8M
Employees
1
Clients
11
Accounts
127
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 1, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARNETT, TIMOTHY, GEORGE THOROLD | I | MANAGING MEMBER, SECRETARY, CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, TIMOTHY, GEORGE THOROLD | I | MANAGING MEMBER, SECRETARY, CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, TIMOTHY, GEORGE THOROLD | I | MANAGING MEMBER, SECRETARY, CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, TIMOTHY, GEORGE THOROLD | I | MANAGING MEMBER, SECRETARY, CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, TIMOTHY, GEORGE THOROLD | I | MANAGING MEMBER, SECRETARY, CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, TIMOTHY, GEORGE THOROLD | I | SECRETARY, CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, TIMOTHY, GEORGE THOROLD | I | MANAGING MEMBER, SECRETARY, CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, TIMOTHY, GEORGE THOROLD | I | MANAGING MEMBER, SECRETARY, CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, TIMOTHY, GEORGE THOROLD | I | MANAGING MEMBER, SECRETARY, CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, TIMOTHY, GEORGE THOROLD | I | MANAGING MEMBER, SECRETARY, CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, TIMOTHY, GEORGE THOROLD | I | MANAGING MEMBER, SECRETARY, CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, TIMOTHY, GEORGE THOROLD | I | MANAGING MEMBER, SECRETARY, CHIEF COMPLIANCE OFFICER | D | Control |
| MCMILLAN, DAVID, GREGG | I | MANAGING MEMBER, TREASURER | D | Control |
| MCMILLAN, DAVID, GREGG | I | MANAGING MEMBER, TREASURER | D | Control |
| MCMILLAN, DAVID, GREGG | I | MANAGING MEMBER, TREASURER | D | Control |
| MCMILLAN, DAVID, GREGG | I | MANAGING MEMBER, TREASURER | D | Control |
| MCMILLAN, DAVID, GREGG | I | MANAGING MEMBER, TREASURER | D | Control |
| MCMILLAN, DAVID, GREGG | I | TREASURER | D | Control |
| MCMILLAN, DAVID, GREGG | I | MANAGING MEMBER, TREASURER | D | Control |
| MCMILLAN, DAVID, GREGG | I | MANAGING MEMBER, TREASURER | D | Control |
| MCMILLAN, DAVID, GREGG | I | MANAGING MEMBER, TREASURER | D | Control |
| MCMILLAN, DAVID, GREGG | I | MANAGING MEMBER, TREASURER | D | Control |
| MCMILLAN, DAVID, GREGG | I | MANAGING MEMBER, TREASURER | D | Control |
| MCMILLAN, DAVID, GREGG | I | MANAGING MEMBER, TREASURER | D | Control |
Registrations
Federal
IA
Mar 1, 2012 REGISTERED
Notice Filings (1)
CO
Address
1260 YELLOW PINE AVENUEBOULDER, CO 80304
United States
Phone: 720-239-1260