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Cliftonlarsonallen Wealth Advisors, LLC CRD 38357
$14.4B regulatory AUM 575 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-05 |
| GA | RA | APPROVED | 2025-05-21 |
| AZ | RA | APPROVED | 2024-08-02 |
| OR | RA | APPROVED | 2024-07-21 |
| TX | RA | APPROVED | 2022-09-07 |
| WA | RA | APPROVED | 2021-05-27 |
Branch Locations
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
10700 Northup Way Suite 200, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evergreen Capital Management, Llc | Bellevue | WA | 07/2013 | 10/2018 |
| Whittier Trust | Seattle | WA | 11/2018 | 12/2020 |
| Cliftonlarsonallen Wealth Advisors, Llc | Bellevue | WA | 01/2021 | Present |
| Cliftonlarsonallen Llp | Bellevue | WA | 01/2021 | Present |
Applicant is a Principal of the parent company, CliftonLarsonAllen LLP.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-10 |
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