DBA: COLORADO WEALTH GROUP LLC
| Total AUM | $235.3M |
| Discretionary | $222.5M95% of AUM |
| Non-Discretionary | $12.8M |
| Client Accounts | 1,161 |
| Avg Account Size | $203K |
| Employees | 11 |
| Peak AUM | $235.3MMar 2025 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $235M | 0.0% | +28.1% | +29.3% | |
| Discretionary AUM | |||||
| Total AUM | $235.3M |
| Discretionary | $222.5M |
| Employees | 11 |
| Client Accounts | 1161 |
| Client Range | 251-500 |
Address
1345 S. BROADWAY
DENVER CO 80210
Phone
720-729-2500
Filing History
27 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$223M
94.6% of AUM
Non-Discretionary
$13M
5.4% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$235M
| $223M |
| 0.0% |
| +26.7% |
| +27.9% |
| Non-Disc. AUM | $13M | 0.0% | +68.4% | — |
| Total Accounts | 1k | 0.0% | +10.1% | +30.2% |
| Avg Account Size | $202,703.387 | 0.0% | +16.4% | 0.7% |
| Employees | 11 | +22.2% | +7.6% | +17.1% |
| AUM / Employee | $21M | 18.2% | +19.1% | +10.4% |
Client AUM Segments | |||||
| Wealth AUM | $223M | 0.0% | +26.7% | +27.9% | |
| Institutional AUM | $13M | 0.0% | +68.4% | +214.0% | |
Client Count Segments | |||||
| HNW Clients | 243 | 0.0% | 6.9% | 3.7% | |
| Institutional | 7 | 0.0% | +13.0% | +28.5% | |
| Individuals | 98 | 0.0% | +72.0% | +45.6% | |