Colorado Wealth Group LLC

Colorado Wealth Group LLC (CRD# 310024) is a financial advisory firm headquartered in Denver, CO. They manage $175,836,565 in 1,075 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
1345 S. Broadway, Denver, CO 80210
https://www.coloradowealthgroup.com/
By the Numbers
  • Total Assets Under Management
    176
    MILLION
  • Total Number of Accounts
    1,075
    ACCOUNTS
  • Average Account Value
    $163,569
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, LA, NE, OH, TX

Financial Advisors at Colorado Wealth Group LLC
Showing 1 - 5 of 5 top financial advisors.
1
James Glasheen, financial advisor Denver CO
James K. Glasheen
CRD#: 5750170
1345 S. Broadway, Denver, CO 80210

James Glasheen (CRD# 5750170) is an Investment Advisor Representative working at Colorado Wealth Group LLC in Denver, CO and has over 13 years of experience in the finance industry.

2
Steven Harp, financial advisor Denver CO
Steven W. Harp
CRD#: 5759957
1345 S. Broadway, Denver, CO 80210

Steven Harp (CRD# 5759957) is an Investment Advisor Representative working at Colorado Wealth Group LLC in Denver, CO and has over 14 years of experience in the finance industry.

3
Bruce Larsen, financial advisor Denver CO
Bruce A. Larsen
CRD#: 3172376
1345 S. Broadway, Denver, CO 80210

Bruce Larsen (CRD# 3172376) is an Investment Advisor Representative working at Colorado Wealth Group LLC in Denver, CO and has over 25 years of experience in the finance industry.

4
Jacob Ray, financial advisor Denver CO
Jacob B. Ray
CRD#: 6111509
1345 S. Broadway, Denver, CO 80210

Jacob Ray (CRD# 6111509) is an Investment Advisor Representative working at Colorado Wealth Group LLC in Denver, CO and has over 11 years of experience in the finance industry.

5
Carter Hench, financial advisor Denver CO
Carter R. Hench
CRD#: 7270590
1345 S. Broadway, Denver, CO 80210

Carter Hench (CRD# 7270590) is an Investment Advisor Representative working at Colorado Wealth Group LLC in Denver, CO and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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