Full text of CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's X-17A-5 filed 2022-02-28 (period 2021-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ | SEC FILE NUMBER | | |-----------------|--| | B-48239 | | | | (No. and Street) | | | | |------------------------------------------------------------------------------------------|------------------------------------------------------------|----------------|--------------------------------------------|--| | Minneapolis | MN | | 55402 | | | (City) | (State) | | (Zip Code) | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | Jaclyn Van Horrick 612-376-4531 | | | jaclyn.vanhorrick@claconnect.com | | | (Name) | (Area Code - Telephone Number) | | (Email Address) | | | | B. ACCOUNTANT IDENTIFICATION | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>Boulay PLLP | | | | | | 7500 Flying Cloud Drive, Suite 800 Minneapolis | (Name - if individual, state last, first, and middle name) | MN | 55344 | | | | | | | | | (Address)<br>10/14/2003 | (City) | (State)<br>542 | (Zip Code) | | | (Date of Registration with PCAOB)(if applicable) | | | (PCAOB Registration Number, if applicable) | | | | FOR OFFICIAL USE ONLY | | | | | | | | | | {1}------------------------------------------------ | I Jaclyn Suzanne Van Horrick | swear (or affirm) that, to the best of my knowledge and belief, the | |--------------------------------------------|----------------------------------------------------------------------------------------| | financial report pertaining to the firm of | as of | | 17/21 | CONTRACTORS CONSULTION CONSULTION CONSELLENCE ANDRING AND COMMENT CONCRONAL MON OFFICE |  - - - - - - - - - - - - - - - - - - - - - - - - - - - {2}------------------------------------------------ ## **CLIFTONLARSONALLEN WEALTH ADVISORS, LLC** ### **FINANCIAL STATEMENTS AND SUPPLEMENTAL INFORMATION** **YEAR ENDED DECEMBER 31, 2021** {3}------------------------------------------------ | REPORT<br>OF<br>INDEPENDENT<br>REGISTERED<br>PUBLIC<br>ACCOUNTING<br>FIRM | 1 | |---------------------------------------------------------------------------------------------------------------------------------------------------------------|-----| | FINANCIAL<br>STATEMENTS | | | STATEMENT<br>OF<br>FINANCIAL<br>CONDITION | 2 | | NOTES<br>TO<br>FINANCIAL<br>STATEMENTS | 3Ͳ6 | | SUPPLEMENTAL<br>INFORMATION | | | SCHEDULE<br>I:<br>COMPUTATION<br>OF<br>NET<br>CAPITAL<br>UNDER<br>RULE<br>15C3Ͳ1 | 7Ͳ8 | | SCHEDULE<br>II:<br>COMPUTATION<br>FOR<br>DETERMINATION<br>OF<br>THE<br>RESERVE<br>REQUIREMENT<b…Read the full text as markdown