# COBIZ WEALTH, LLC

COBIZ WEALTH, LLC of DENVER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 125910
- Type: SEC-registered investment adviser
- SEC file number: 801-62035
- Location: 1401 LAWRENCE STREET, SUITE 1200, DENVER, CO, 80202-2521
- Phone: 303-291-4700
- Latest filing: 2019-06-13
- Regulatory AUM: $968.2M
- Discretionary AUM: $959.3M
- Non-discretionary AUM: $8.9M
- Clients: 21
- Accounts: 1,099

## Officers, owners & control persons (26)

_Showing 25 of 26 people._

| Name | Role | Location |
| --- | --- | --- |
| Alexander Trotter | DIRECTOR; DIRECTOR, CHAIRMAN; DIRECTOR, CHAIRMAN, OWNER (+3 more) | Grand Cayman, E9 |
| MARRONE MARK STEPHEN | CHIEF COMPLIANCE OFFICER | — |
| REED ROBERT JACKSON | DIRECTOR, EXECUTIVE VICE PRESIDENT; DIRECTOR, EXEC VICE PRES | — |
| DAY RITA KOCH | CHIEF COMPLIANCE OFFICER; SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT/CHIEF COMPLIANCE OFFICER (+4 more) | — |
| LORENZ JONATHAN CHARLES | DIRECTOR | — |
| BANGERT STEVEN | DIRECTOR | — |
| GREEN JOHN RAYMOND | DIRECTOR | — |
| ALLEN J RICHARD | DIRECTOR | — |
| DALTON RICHARD JOSEPH | DIRECTOR | — |
| FARRAR SCOTT TIMOTHY | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, DIRECTOR; CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER (+1 more) | — |
| WAGNER JUDITH BUCK | VICE CHAIR; VICE PRESIDENT | — |
| CORMEY JOHN RANDALL | CHIEF EXECUTIVE OFFICER & HEAD PORTFOLIO MANAGER; DIRECTOR; PRESIDENT (+1 more) | — |
| AHERN KEVIN WALTER | DIRECTOR,SENIOR VICE PRES | — |
| KAISER GEORGE BRUCE | INDIRECT BENEFICIAL OWNER | — |
| PETERSEN CHARLOTTE TIEDEMANN | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER, DIRECTOR | — |
| GRAUER SCOTT BRADLEY | CHAIRMAN OF THE BOARD | — |
| VAN HEEST JR PAUL JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| MONAHAN LYNN DENISE | CHIEF OPERATIONS OFFICER | — |
| ALEXANDER HOWARD | DIRECTOR,PRESIDENT,OWNER | — |
| FREIMUTH CHRISTOPHER CLINE | CHIEF INVESTMENT OFFICER; MANAGING DIRECTOR; PRESIDENT AND CHIEF INVESTMENT OFFICER (+1 more) | — |
| CALLOW NORMAN BRUCE | DIRECTOR; PRESIDENT/CEO/DIRECTOR | — |
| REED ROBERT | DIRECTOR,EXEC VICE PRES | — |
| WHEELER GREGORY AYRES | CHIEF EXECUTIVE OFFICER | — |
| PAGE SCOTT EDWARD | EXECUTIVE VICE PRESIDENT AND DIRECTOR | — |
| MAHANEY MINDY MARGARET | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/125910/brochure
- Similar advisers: https://search.stillhousedata.com/firm/125910/similar
- Related entities: https://search.stillhousedata.com/firm/125910/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/125910

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.