Full text of CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's X-17A-5 filed 2023-03-31 (period 2022-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ CLIFTONLARSONALLEN WEALTH ADVISORS, LLC #### FINANCIAL STATEMENT #### AS OF DECEMBER 31, 2022 {1}------------------------------------------------ | REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM | | 1 | |---------------------------------------------------------|-------------------------------------------|-------| | | FINANCIAL STATEMENT | | | | STATEMENT OF FINANCIAL CONDITION | 2 | | | NOTES TO STATEMENT OF FINANCIAL CONDITION | 3 - 5 | {2}------------------------------------------------ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 # ANNUAL REPORTS FORM X-17A-5 PART III | | SEC FILE NUMBER | | | | |---------|-----------------|--|--|--| | B-48239 | | | | | FACING PAGE Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 filing for the period beginning 01/01/22 MM/DD/YY \_AND ENDING\_12/31/22 MM/DD/YY A. REGISTRANT IDENTIFICATION NAME OF FIRM: CliftonLarsonAllne Wealth Advisors, LLC TYPE OF REGISTRANT (check all applicable boxes): © Broker-dealer □ Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) # 220 South Sixth Street Suite 300 | (No. and Street) | | | |--------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | MN | | 55402 | | (State) | | (Zip Code) | | | | | | | Jaclyn.VanHorrick@claconnect.com | | | (Area Code - Telephone Number) | | | | | | | | | | | | | | | | | ﺍ | 33131-5310 | | (City) | (State) | (Zip Code) | | | 52 | | | | | (PCAOB Registration Number, if applicable) | | | | | | FOR OFFICIAL USE ONLY | | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING<br>Jaclyn Van Horrick 612-376-4531<br>200 S Biscayne Blvd, 7th Floor Miami<br>(Date of Registration with PCAOB)(if applicable) | (Email Address)<br>B. ACCOUNTANT IDENTIFICATION<br>INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>Berkowitz Pollack Brant Advisors + CPAs<br>(Name - if individual, state last, first, and middle name) | \* Claims for exemption from the requirement t…Read the full text as markdown