COLORADO WEALTH GROUP, LLC
COLORADO WEALTH GROUP, LLC of DENVER, CO is an SEC-registered investment adviser (CRD 310024). Regulatory assets under management: $235.3M.
Registration
- CRD: 310024
- SEC file number: 801-122586
- Type: Registered investment adviser
- Location: 1345 S. BROADWAY, DENVER, CO, 80210
- Phone: 720-729-2500
- Latest filing: 2025-12-03
- Regulatory AUM: $235.3M
- Discretionary AUM: $222.5M
- Non-discretionary AUM: $12.8M
- Clients: 11
- Accounts: 1,161
Officers, owners & control persons (4)
| Name | Role | Location |
|---|
| Steven William Harp | MANAGING MEMBER, CEO | — |
| Jacob Brian Ray | MANAGING MEMBER, CCO | — |
| HARP STEVEN WILLIAM | MANAGING MEMBER; MANAGING MEMBER, CEO | — |
| RAY JACOB BRIAN | MANAGING MEMBER, CCO | — |
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