CLIFTONLARSONALLEN WEALTH ADVISORS, LLC X-17A-5 (2020-02-28) — Broker-dealer annual report

Full text of CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's X-17A-5 filed 2020-02-28 (period 2019-12-31). 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: 2020-02-28
• Period: 2019-12-31
• Accession: 0000944361-20-000004
• CIK: 944361
• File #: 8-48239
• Material weakness: No
• Auditor: Boulay PLLP
• Auditor location: Minneapolis, MN
• Contact: Matthew B. Johnson
• Phone: 8166718925
• Signed by: Matthew B. Johnosn (Principal)

Document text (excerpt)

X-17A-5 0000944361 XXXXXXXX LIVE false false true 01-01-2019 12-31-2019 Broker-dealer N CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220 S. SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402-4505 Matthew B. Johnson 8166718925 Boulay PLLP 7500 Flying Cloud Drive Suite 800 Minneapolis MN 55344 Certified Public Accountant Matthew B. Johnosn CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 02-27-2020 Matthew B. Johnosn Principal Y

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• X-17A-5 — 2018-02-28
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Original filing on SEC EDGAR (source of record)