CLIFTONLARSONALLEN WEALTH ADVISORS, LLC X-17A-5 (2019-02-27) — Broker-dealer annual report

Full text of CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's X-17A-5 filed 2019-02-27 (period 2018-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

• Company: CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
• Form: X-17A-5
• Filed: 2019-02-27
• Period: 2018-12-31
• Accession: 0000944361-19-000004
• CIK: 944361
• File #: 8-48239
• Material weakness: No
• Auditor: Boulay PLLP
• Auditor location: Minneapolis, MN
• Contact: Matthew B. Johnson
• Phone: 816.671.8925
• Signed by: Matthew B. Johnson (FinOp)

Document text (excerpt)

X-17A-5 0000944361 XXXXXXXX LIVE true false true 01-01-2018 12-31-2018 Broker-dealer N CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220 S. SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402-4505 Matthew B. Johnson 816.671.8925 Boulay PLLP 7500 Flying Cloud Drive, Suite 800 Minneapolis MN 56344 Certified Public Accountant Matthew B. Johnson CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 02-27-2019 Matthew B. Johnson FinOp Y

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Original filing on SEC EDGAR (source of record)