ICA GROUP WEALTH MANAGEMENT, LLC
CRD #311419 SEC #801-120855 DENVER, CO 720-758-8000
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
45
Clients
1
Accounts
6,308
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 22, 2024
- Branch Offices
- 22
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BATES, JUSTIN, WESLEY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BATES, JUSTIN, WESLEY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BATES, JUSTIN, WESLEY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BATES, JUSTIN, WESLEY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BATES, JUSTIN, WESLEY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BATES, JUSTIN, WESLEY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BATES, JUSTIN, WESLEY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| BAUMAN, KELLY, LYNN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAUMAN, KELLY, LYNN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAUMAN, KELLY, LYNN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAUMAN, KELLY, LYNN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAUMAN, KELLY, LYNN | I | CO- CHIEF COMPLIANCE OFFICER | NA | Control |
| BAUMAN, KELLY, LYNN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAUMAN, KELLY, LYNN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAUMAN, KELLY, LYNN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAUMAN, KELLY, LYNN | I | CO- CHIEF COMPLIANCE OFFICER | NA | Control |
| BAUMAN, KELLY, LYNN | I | CO- CHIEF COMPLIANCE OFFICER | NA | Control |
| BAUMAN, KELLY, LYNN | I | CO- CHIEF COMPLIANCE OFFICER | NA | Control |
| BAUMAN, KELLY, LYNN | I | CO- CHIEF COMPLIANCE OFFICER | NA | Control |
| GUNDERSON, PAUL, J | I | VP, COMPLIANCE | NA | Control |
| GUNDERSON, PAUL, J | I | VP, COMPLIANCE | NA | Control |
| GUNDERSON, PAUL, J | I | VP, COMPLIANCE | NA | Control |
| GUNDERSON, PAUL, J | I | VP, COMPLIANCE | NA | Control |
| GUNDERSON, PAUL, J | I | VP, COMPLIANCE | NA | Control |
| RENNER, THOMAS, CHADWICK | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| RENNER, THOMAS, CHADWICK | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| RENNER, THOMAS, CHADWICK | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| RENNER, THOMAS, CHADWICK | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| RENNER, THOMAS, CHADWICK | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| RENNER, THOMAS, CHADWICK | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| RENNER, THOMAS, CHADWICK | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| RENNER, THOMAS, CHADWICK | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| RENNER, THOMAS, CHADWICK | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| RENNER, THOMAS, CHADWICK | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| RENNER, THOMAS, CHADWICK | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| RENNER, THOMAS, CHADWICK | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| RENNER, THOMAS, CHADWICK | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| RENNER, THOMAS, CHADWICK | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| RENNER, THOMAS, CHADWICK | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| RENNER, THOMAS, CHADWICK | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| RENNER, THOMAS, CHADWICK | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| VANALSTINE, KELLY, LYNN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| VANALSTINE, KELLY, LYNN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| VANALSTINE, KELLY, LYNN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| VANALSTINE, KELLY, LYNN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| VANALSTINE, KELLY, LYNN | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| ICA GROUP HOLDING COMPANY, LLC | DE | SOLE MEMBER AND MANAGER | E | Control |
| ICA GROUP HOLDING COMPANY, LLC | DE | SOLE MEMBER AND MANAGER | E | Control |
| ICA GROUP HOLDING COMPANY, LLC | DE | SOLE MEMBER AND MANAGER | E | Control |
| ICA GROUP HOLDING COMPANY, LLC | DE | SOLE MEMBER AND MANAGER | E | Control |
| ICA GROUP HOLDING COMPANY, LLC | DE | SOLE MEMBER AND MANAGER | E | Control |
| ICA GROUP HOLDING COMPANY, LLC | DE | SOLE MEMBER AND MANAGER | E | Control |
| ICA GROUP HOLDING COMPANY, LLC | DE | SOLE MEMBER AND MANAGER | E | Control |
| ICA GROUP HOLDING COMPANY, LLC | DE | SOLE MEMBER AND MANAGER | E | Control |
| ICA GROUP HOLDING COMPANY, LLC | DE | SOLE MEMBER AND MANAGER | E | Control |
| ICA GROUP HOLDING COMPANY, LLC | DE | SOLE MEMBER AND MANAGER | E | Control |
| ICA GROUP HOLDING COMPANY, LLC | DE | SOLE MEMBER AND MANAGER | E | Control |
| ICA GROUP HOLDING COMPANY, LLC | DE | SOLE MEMBER AND MANAGER | E | Control |
| ICA GROUP HOLDING COMPANY, LLC | DE | SOLE MEMBER AND MANAGER | E | Control |
| ICA GROUP HOLDING COMPANY, LLC | DE | SOLE MEMBER AND MANAGER | E | Control |
| ICA GROUP HOLDING COMPANY, LLC | DE | SOLE MEMBER AND MANAGER | E | Control |
| ICA GROUP HOLDING COMPANY, LLC | DE | SOLE MEMBER AND MANAGER | E | Control |
| ICA GROUP HOLDING COMPANY, LLC | DE | SOLE MEMBER AND MANAGER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BAY, ADAM, J. | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BAY, ADAM, J. | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BAY, ADAM, J. | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BAY, ADAM, J. | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BAY, ADAM, J. | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BAY, ADAM, J. | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BAY, ADAM, J. | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BAY, ADAM, J. | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BAY, ADAM, J. | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BAY, ADAM, J. | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BAY, ADAM, J. | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BAY, ADAM, J. | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BAY, ADAM, J. | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BAY, ADAM, J. | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BAY, ADAM, J. | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BAY, ADAM, J. | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BAY, ADAM, J. | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BERRY, JOHN, RICHARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BERRY, JOHN, RICHARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BERRY, JOHN, RICHARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BERRY, JOHN, RICHARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BERRY, JOHN, RICHARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BERRY, JOHN, RICHARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BERRY, JOHN, RICHARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BERRY, JOHN, RICHARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BERRY, JOHN, RICHARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BERRY, JOHN, RICHARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BERRY, JOHN, RICHARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BERRY, JOHN, RICHARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BERRY, JOHN, RICHARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BERRY, JOHN, RICHARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BERRY, JOHN, RICHARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BERRY, JOHN, RICHARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BERRY, JOHN, RICHARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| BINDAS, MICHAEL, THOMAS | I | ICA GROUP HOLDING COMPANY, LLC | F | |
| BINDAS, MICHAEL, THOMAS | I | ICA GROUP HOLDING COMPANY, LLC | F | |
| BINDAS, MICHAEL, THOMAS | I | ICA GROUP HOLDING COMPANY, LLC | F | |
| BINDAS, MICHAEL, THOMAS | I | ICA GROUP HOLDING COMPANY, LLC | F | |
| BINDAS, MICHAEL, THOMAS | I | ICA GROUP HOLDING COMPANY, LLC | F | |
| CONNORS, BRADLEY, EDWARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| CONNORS, BRADLEY, EDWARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| CONNORS, BRADLEY, EDWARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| CONNORS, BRADLEY, EDWARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| CONNORS, BRADLEY, EDWARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| CONNORS, BRADLEY, EDWARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| CONNORS, BRADLEY, EDWARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| CONNORS, BRADLEY, EDWARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| CONNORS, BRADLEY, EDWARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| CONNORS, BRADLEY, EDWARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| CONNORS, BRADLEY, EDWARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| CONNORS, BRADLEY, EDWARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| CONNORS, BRADLEY, EDWARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| CONNORS, BRADLEY, EDWARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| CONNORS, BRADLEY, EDWARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| CONNORS, BRADLEY, EDWARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| CONNORS, BRADLEY, EDWARD | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HANSEN, JOHN, PAUL | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HANSEN, JOHN, PAUL | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HANSEN, JOHN, PAUL | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HANSEN, JOHN, PAUL | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HANSEN, JOHN, PAUL | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HANSEN, JOHN, PAUL | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HANSEN, JOHN, PAUL | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HANSEN, JOHN, PAUL | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HANSEN, JOHN, PAUL | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HANSEN, JOHN, PAUL | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HANSEN, JOHN, PAUL | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HANSEN, JOHN, PAUL | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HANSEN, JOHN, PAUL | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HANSEN, JOHN, PAUL | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HANSEN, JOHN, PAUL | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HANSEN, JOHN, PAUL | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HANSEN, JOHN, PAUL | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HARRIS, ALISSA, L | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HARRIS, ALISSA, L | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HARRIS, ALISSA, L | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HARRIS, ALISSA, L | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HARRIS, ALISSA, L | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HARRIS, ALISSA, L | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HARRIS, ALISSA, L | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HARRIS, ALISSA, L | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HARRIS, ALISSA, L | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HARRIS, ALISSA, L | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HARRIS, ALISSA, L | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HARRIS, ALISSA, L | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HUCK, TRAVIS, M | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HUCK, TRAVIS, M | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HUCK, TRAVIS, M | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HUCK, TRAVIS, M | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HUCK, TRAVIS, M | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HUCK, TRAVIS, M | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HUCK, TRAVIS, M | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HUCK, TRAVIS, M | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HUCK, TRAVIS, M | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HUCK, TRAVIS, M | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HUCK, TRAVIS, M | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HUCK, TRAVIS, M | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HUCK, TRAVIS, M | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HUCK, TRAVIS, M | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HUCK, TRAVIS, M | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HUCK, TRAVIS, M | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HUCK, TRAVIS, M | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HUMMEL, PAUL, DUANE | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HUMMEL, PAUL, DUANE | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HUMMEL, PAUL, DUANE | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HUMMEL, PAUL, DUANE | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HUMMEL, PAUL, DUANE | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HUMMEL, PAUL, DUANE | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HUMMEL, PAUL, DUANE | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HUMMEL, PAUL, DUANE | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HUMMEL, PAUL, DUANE | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HUMMEL, PAUL, DUANE | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HUMMEL, PAUL, DUANE | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| HUMMEL, PAUL, DUANE | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| NEWELL, JOHN, ERIC | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| NEWELL, JOHN, ERIC | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| NEWELL, JOHN, ERIC | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| NEWELL, JOHN, ERIC | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| NEWELL, JOHN, ERIC | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| NEWELL, JOHN, ERIC | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| NEWELL, JOHN, ERIC | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| NEWELL, JOHN, ERIC | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| NEWELL, JOHN, ERIC | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| NEWELL, JOHN, ERIC | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| SCHMIDT, RANDY, ALLEN | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| SCHMIDT, RANDY, ALLEN | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| SCHMIDT, RANDY, ALLEN | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| SCHMIDT, RANDY, ALLEN | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| SCHMIDT, RANDY, ALLEN | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| SCHMIDT, RANDY, ALLEN | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| SCHMIDT, RANDY, ALLEN | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| SCHMIDT, RANDY, ALLEN | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| SCHMIDT, RANDY, ALLEN | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| SCHMIDT, RANDY, ALLEN | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| SCHMIDT, RANDY, ALLEN | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| SCHMIDT, RANDY, ALLEN | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| SCHMIDT, RANDY, ALLEN | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| SCHMIDT, RANDY, ALLEN | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| SCHMIDT, RANDY, ALLEN | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| SCHMIDT, RANDY, ALLEN | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
| SCHMIDT, RANDY, ALLEN | I | ICA GROUP HOLDING COMPANY, LLC | F | Control |
Registrations
Federal
IA
Mar 22, 2024 REGISTERED
Notice Filings (14)
CA CO FL HI IL MI MN MT ND NE SD TX VA WI
Address
2000 S. COLORADO BLVD,ANNEX BLDG SUITE 315
DENVER, CO 80222
United States
Phone: 720-758-8000