COLORADO WEALTH GROUP, LLC
Legal name: COLORADO WEALTH GROUP LLC
CRD #310024 SEC #801-122586 DENVER, CO 720-729-2500
SEC Registered
Total AUM
$235.3M
Discretionary
$222.5M
Employees
11
Clients
251
Accounts
1,161
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $235.3M | $222.5M | $12.8M | 11 | 0 |
| Oct 2025 | $235.3M | $222.5M | $12.8M | 11 | 0 |
| Jun 2025 | $235.3M | $222.5M | $12.8M | 11 | 0 |
| Jun 2025 | $235.3M | $222.5M | $12.8M | 11 | 0 |
| Mar 2025 | $235.3M | $222.5M | $12.8M | 9 | 0 |
| Oct 2024 | $175.8M | $171.8M | $4M | 9 | 0 |
| Jun 2024 | $175.8M | $171.8M | $4M | 9 | 0 |
| Apr 2024 | $175.8M | $171.8M | $4M | 9 | 0 |
| Feb 2024 | $175.8M | $171.8M | $4M | 9 | 0 |
| Oct 2023 | $119M | $115.9M | $3M | 9 | 0 |
| Apr 2023 | $119M | $115.9M | $3M | 9 | 0 |
| Mar 2023 | $119M | $115.9M | $3M | 9 | 0 |
| Aug 2022 | $116.2M | $116.2M | $0 | 7 | 0 |
| Feb 2022 | $116.2M | $116.2M | $0 | 4 | 0 |
| Sep 2021 | $107.3M | $107.3M | $0 | 5 | 0 |
| Jan 2021 | $65.1M | $65.1M | $0 | 5 | 0 |
| Jan 2021 | $65.1M | $65.1M | $0 | 5 | 0 |
| Dec 2020 | $65.1M | $65.1M | $0 | 5 | 0 |
| Dec 2020 | $65.1M | $65.1M | $0 | 5 | 0 |
| Dec 2020 | $65.1M | $65.1M | $0 | 5 | 0 |
| Nov 2020 | $65.1M | $65.1M | $0 | 5 | 0 |
| Nov 2020 | $65.1M | $65.1M | $0 | 5 | 0 |
| Nov 2020 | $65.1M | $65.1M | $0 | 5 | 0 |
| Oct 2020 | $0 | $0 | $0 | 5 | 0 |
| Oct 2020 | $0 | $0 | $0 | 5 | 0 |
| Jul 2020 | $0 | $0 | $0 | 5 | 0 |
DateDec 2025
Total AUM$235.3M
Discretionary$222.5M
Non-Disc.$12.8M
Employees11
Clients0
DateOct 2025
Total AUM$235.3M
Discretionary$222.5M
Non-Disc.$12.8M
Employees11
Clients0
DateJun 2025
Total AUM$235.3M
Discretionary$222.5M
Non-Disc.$12.8M
Employees11
Clients0
DateJun 2025
Total AUM$235.3M
Discretionary$222.5M
Non-Disc.$12.8M
Employees11
Clients0
DateMar 2025
Total AUM$235.3M
Discretionary$222.5M
Non-Disc.$12.8M
Employees9
Clients0
DateOct 2024
Total AUM$175.8M
Discretionary$171.8M
Non-Disc.$4M
Employees9
Clients0
DateJun 2024
Total AUM$175.8M
Discretionary$171.8M
Non-Disc.$4M
Employees9
Clients0
DateApr 2024
Total AUM$175.8M
Discretionary$171.8M
Non-Disc.$4M
Employees9
Clients0
DateFeb 2024
Total AUM$175.8M
Discretionary$171.8M
Non-Disc.$4M
Employees9
Clients0
DateOct 2023
Total AUM$119M
Discretionary$115.9M
Non-Disc.$3M
Employees9
Clients0
DateApr 2023
Total AUM$119M
Discretionary$115.9M
Non-Disc.$3M
Employees9
Clients0
DateMar 2023
Total AUM$119M
Discretionary$115.9M
Non-Disc.$3M
Employees9
Clients0
DateAug 2022
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees7
Clients0
DateFeb 2022
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$107.3M
Discretionary$107.3M
Non-Disc.$0
Employees5
Clients0
DateJan 2021
Total AUM$65.1M
Discretionary$65.1M
Non-Disc.$0
Employees5
Clients0
DateJan 2021
Total AUM$65.1M
Discretionary$65.1M
Non-Disc.$0
Employees5
Clients0
DateDec 2020
Total AUM$65.1M
Discretionary$65.1M
Non-Disc.$0
Employees5
Clients0
DateDec 2020
Total AUM$65.1M
Discretionary$65.1M
Non-Disc.$0
Employees5
Clients0
DateDec 2020
Total AUM$65.1M
Discretionary$65.1M
Non-Disc.$0
Employees5
Clients0
DateNov 2020
Total AUM$65.1M
Discretionary$65.1M
Non-Disc.$0
Employees5
Clients0
DateNov 2020
Total AUM$65.1M
Discretionary$65.1M
Non-Disc.$0
Employees5
Clients0
DateNov 2020
Total AUM$65.1M
Discretionary$65.1M
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0