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

Clients

251

Accounts

1,161

Firm Details

Organization Type: Limited Liability Company
State of Formation: Colorado
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Dec 3, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
HARP, STEVEN, WILLIAM	I	MANAGING MEMBER	E	Control
HARP, STEVEN, WILLIAM	I	MANAGING MEMBER	E	Control
HARP, STEVEN, WILLIAM	I	MANAGING MEMBER	E	Control
HARP, STEVEN, WILLIAM	I	MANAGING MEMBER	E	Control
HARP, STEVEN, WILLIAM	I	MANAGING MEMBER	E	Control
HARP, STEVEN, WILLIAM	I	MANAGING MEMBER	E	Control
HARP, STEVEN, WILLIAM	I	MANAGING MEMBER	E	Control
HARP, STEVEN, WILLIAM	I	MANAGING MEMBER	E	Control
HARP, STEVEN, WILLIAM	I	MANAGING MEMBER	E	Control
HARP, STEVEN, WILLIAM	I	MANAGING MEMBER, CEO	E	Control
HARP, STEVEN, WILLIAM	I	MANAGING MEMBER, CEO	E	Control
HARP, STEVEN, WILLIAM	I	MANAGING MEMBER, CEO	E	Control
HARP, STEVEN, WILLIAM	I	MANAGING MEMBER, CEO	E	Control
HARP, STEVEN, WILLIAM	I	MANAGING MEMBER, CEO	E	Control
HARP, STEVEN, WILLIAM	I	MANAGING MEMBER, CEO	E	Control
HARP, STEVEN, WILLIAM	I	MANAGING MEMBER, CEO	D	Control
HARP, STEVEN, WILLIAM	I	MANAGING MEMBER, CEO	D	Control
HARP, STEVEN, WILLIAM	I	MANAGING MEMBER, CEO	D	Control
HARP, STEVEN, WILLIAM	I	MANAGING MEMBER, CEO	D	Control
HARP, STEVEN, WILLIAM	I	MANAGING MEMBER, CEO	D	Control
HARP, STEVEN, WILLIAM	I	MANAGING MEMBER, CEO	D	Control
HARP, STEVEN, WILLIAM	I	MANAGING MEMBER, CEO	D	Control
HARP, STEVEN, WILLIAM	I	MANAGING MEMBER, CEO	D	Control
HARP, STEVEN, WILLIAM	I	MANAGING MEMBER, CEO	D	Control
HARP, STEVEN, WILLIAM	I	MANAGING MEMBER, CEO	D	Control
HARP, STEVEN, WILLIAM	I	MANAGING MEMBER, CEO	D	Control
HARP, STEVEN, WILLIAM	I	MANAGING MEMBER, CEO	D	Control
RAY, JACOB, BRIAN	I	MANAGING MEMBER, CCO	C	Control
RAY, JACOB, BRIAN	I	MANAGING MEMBER, CCO	C	Control
RAY, JACOB, BRIAN	I	MANAGING MEMBER, CCO	C	Control
RAY, JACOB, BRIAN	I	MANAGING MEMBER, CCO	C	Control
RAY, JACOB, BRIAN	I	MANAGING MEMBER, CCO	C	Control
RAY, JACOB, BRIAN	I	MANAGING MEMBER, CCO	C	Control
RAY, JACOB, BRIAN	I	MANAGING MEMBER, CCO	C	Control
RAY, JACOB, BRIAN	I	MANAGING MEMBER, CCO	C	Control
RAY, JACOB, BRIAN	I	MANAGING MEMBER, CCO	C	Control
RAY, JACOB, BRIAN	I	MANAGING MEMBER, CCO	C	Control
RAY, JACOB, BRIAN	I	MANAGING MEMBER, CCO	C	Control
RAY, JACOB, BRIAN	I	MANAGING MEMBER, CCO	C	Control
RAY, JACOB, BRIAN	I	MANAGING MEMBER, CCO	B	Control
RAY, JACOB, BRIAN	I	MANAGING MEMBER, CCO	B	Control
RAY, JACOB, BRIAN	I	MANAGING MEMBER, CCO	B	Control
RAY, JACOB, BRIAN	I	MANAGING MEMBER, CCO	B	Control
RAY, JACOB, BRIAN	I	MANAGING MEMBER, CCO	B	Control
RAY, JACOB, BRIAN	I	MANAGING MEMBER, CCO	B	Control
RAY, JACOB, BRIAN	I	MANAGING MEMBER, CCO	B	Control
RAY, JACOB, BRIAN	I	MANAGING MEMBER, CCO	B	Control
RAY, JACOB, BRIAN	I	MANAGING MEMBER, CCO	B	Control
RAY, JACOB, BRIAN	I	MANAGING MEMBER, CCO	B	Control
RAY, JACOB, BRIAN	I	MANAGING MEMBER, CCO	B	Control
RAY, JACOB, BRIAN	I	MANAGING MEMBER, CCO	B	Control
RAY, JACOB, BRIAN	I	MANAGING MEMBER, CCO	B	Control
RAY, JACOB, BRIAN	I	MANAGING MEMBER, CCO	B	Control
RAY, JACOB, BRIAN	I	MANAGING MEMBER, CCO	B	Control

Registrations

Federal

Dec 3, 2025 REGISTERED

Notice Filings (9)

CA CO FL KY LA NE OH TX VA

Address

1345 S. BROADWAY
DENVER, CO 80210
United States

Phone: 720-729-2500