Caledonia Wealth Management, Ltd.

Caledonia Wealth Management, Ltd. (CRD# 149649) is a financial advisory firm headquartered in Boulder, CO. They manage $24,388,107 in 163 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    163
    ACCOUNTS
  • Average Account Value
    $149,620
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Caledonia Wealth Management, Ltd.
Showing 1 - 2 of 2 top financial advisors.
1
David G. McMillan
CRD#: 4848933
1260 Yellow Pine Avenue, Boulder, CO 80304
103
Wealthminder
score

David is a Certified Financial Planner professional and a Registered Financial Consultant. His goal is to help families, individuals and companies achieve their own financial success.
 
Caledonia Wealth Management, Ltd. specializes in investment opportunities related to Sustainable Investing and Socially Responsible Investing and bringing these solutions to the general public. A key foundation of our business is educating our clients on how their values can be incorporated into smart financial planning and investment management, building wealth without sacrificing performance.
 
Caledonia regards sustainability as a fundamental aspect of sound business management and feels the future of investing lies with companies that pursue excellence in corporate governance, social responsibility and attention to the welfare of their employees and environment. Caledonia is a member of UNEP-FI (United Nations Environment Programme – Finance Initiative), a global partnership supporting institutions committed to this task.
 

David McMillan (CRD# 4848933) is an Investment Advisor Representative working at Caledonia Wealth Management, Ltd. in Boulder, CO and has over 13 years of experience in the finance industry.

 

David McMillan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

 

2
Timothy G. Barnett
CRD#: 2815368
1260 Yellow Pine Avenue, Boulder, CO 80304
83
Wealthminder
score

Timothy Barnett (CRD# 2815368) is an Investment Advisor Representative working at Caledonia Wealth Management, Ltd. in Boulder, CO and has over 15 years of experience in the finance industry.

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