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CALEDONIA WEALTH MANAGEMENT, LTD.
CRD 149649 · SEC 801-69966
1260 YELLOW PINE AVENUE, BOULDER, CO, 80304, United States
Phone
720-239-1260
Fax
720-239-1264
Registration
— (—)
Source
State registered
Total AUM
$78.1M
Discretionary AUM
$78.1M
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $19.1M |
| High net worth individuals | 18 | $59.0M |
All web addresses on file
Official SEC filing: View on IAPD