Full text of CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's X-17A-5 filed 2024-06-18 (period 2023-12-31). 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, 2023 {1}------------------------------------------------ **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549** 0MB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 0MB APPROVAL SEC FILE NUMBER B-48239 # **ANNUAL REPORTS FORM X-17A-5 PART** Ill **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 **0 1/01 /23** AND ENDING **12/31 /23** MM/DD/YY MM/DD/YY **A. REGISTRANT IDENTIFICATION** # NAME oF FIRM: CliftonlarsonAllen Wealth Advisors, LLC TYPE OF REGISTRANT (check all applicable boxes): ~ Broker-dealer □ Security-based swap dealer □ Major security-based swap participant D 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 | MN<br>(State)<br>PERSON TO CONTACT WITH REGARD TO THIS FILING<br>612-376-4531<br>(Area Code -Telephone Number)<br>B. ACCOUNTANT IDENTIFICATION<br>INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | (Email Address) | 55402<br>(Zip Code)<br>jaclyn. vanhorrick@claconnect.com | | | | | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------|----------------------------------------------------------|--|--|--|--| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | (Name - if individual, state last, first, and middle name) | | | | | | | | | | 33131-5310 | | | | | | (City) | (State) | (Zip Code) | | | | | | | 52 | | | | | | | | | | | | | | | FOR OFFICIAL USE ONLY | | | | | | | | | (PCAOB Reg;,t,atioa N,mbe,, ff appbcableJ I | | | | | | | | Miami<br>200 S Biscayne Blvd, 7th Floor<br>rte of Reg;,t,atioa w;th PCAOBl(ff appUcableJ | Berkowitz Pollack Brant Advisors+ CPAs<br>FL | | | | | \* Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as the bas…Read the full text as markdown