# CALEDONIA WEALTH MANAGEMENT, LTD.

CALEDONIA WEALTH MANAGEMENT, LTD. of BOULDER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 149649
- Type: SEC-registered investment adviser
- SEC file number: 801-69966
- Location: 1260 YELLOW PINE AVENUE, BOULDER, CO, 80304
- Phone: 720-239-1260
- Latest filing: 2026-03-30
- Regulatory AUM: $78.1M
- Discretionary AUM: $78.1M
- Clients: 2
- Accounts: 232

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| BARNETT TIMOTHY GEORGE THOROLD | MANAGING MEMBER, SECRETARY, CHIEF COMPLIANCE OFFICER; SECRETARY, CHIEF COMPLIANCE OFFICER | — |
| MCMILLAN DAVID GREGG | MANAGING MEMBER, TREASURER; TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/149649/brochure
- Similar advisers: https://search.stillhousedata.com/firm/149649/similar
- Related entities: https://search.stillhousedata.com/firm/149649/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/149649

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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.