Info
13F

Cliftonlarsonallen Wealth Advisors, Llc

Entity: Company
Business address: 220 S. Sixth Street, Suite 300, 55402-4505 Minneapolis, MN
Phone: 612-397-3036
State of incorporation: MN
Fiscal year end: December 31
Former names: LARSONALLEN FINANCIAL, LLC (to 12/22/2010)
Signature 13F: Arnita Hallman - Compliance Director
All SEC filings: View on sec.gov

Cliftonlarsonallen Wealth Advisors, Llc has filed 81 SEC EDGAR filings since 1/23/2002

Latest Filings

Form type	Document	Filing	Description	Filing date	Reporting date	File number(s)
13F-HR	Open Document	Open Filing		Apr 17, 2025	Mar 31, 2025	028-15253
X-17A-5	Open Document	Open Filing		Mar 19, 2025	Dec 31, 2024	008-48239
13F-HR	Open Document	Open Filing		Jan 14, 2025	Dec 31, 2024	028-15253
13F-HR	Open Document	Open Filing		Oct 15, 2024	Sep 30, 2024	028-15253
13F-HR	Open Document	Open Filing		Jul 12, 2024	Jun 30, 2024	028-15253
X-17A-5/A	Open Document	Open Filing		Jun 18, 2024	Dec 31, 2023	008-48239
X-17A-5	Open Document	Open Filing		Jun 18, 2024	Dec 31, 2023	008-48239
13F-HR	Open Document	Open Filing		May 2, 2024	Mar 31, 2024	028-15253
13F-HR	Open Document	Open Filing		Jan 16, 2024	Dec 31, 2023	028-15253
13F-HR	Open Document	Open Filing		Oct 13, 2023	Sep 30, 2023	028-15253
13F-HR	Open Document	Open Filing		Jul 14, 2023	Jun 30, 2023	028-15253
13F-HR	Open Document	Open Filing		Apr 13, 2023	Mar 31, 2023	028-15253
X-17A-5	Open Document	Open Filing		Mar 31, 2023	Dec 31, 2022	008-48239
13F-HR	Open Document	Open Filing		Jan 19, 2023	Dec 31, 2022	028-15253
13F-HR	Open Document	Open Filing		Oct 12, 2022	Sep 30, 2022	028-15253
13F-HR	Open Document	Open Filing		Jul 8, 2022	Jun 30, 2022	028-15253
13F-HR	Open Document	Open Filing		Apr 27, 2022	Mar 31, 2022	028-15253
X-17A-5/A	Open Document	Open Filing		Mar 9, 2022	Dec 31, 2021	008-48239
X-17A-5	Open Document	Open Filing		Feb 28, 2022	Dec 31, 2021	008-48239
13F-HR	Open Document	Open Filing		Jan 26, 2022	Dec 31, 2021	028-15253
13F-HR/A	Open Document	Open Filing		Nov 2, 2021	Sep 30, 2021	028-15253
13F-HR	Open Document	Open Filing		Oct 14, 2021	Sep 30, 2021	028-15253
13F-HR	Open Document	Open Filing		Jul 21, 2021	Jun 30, 2021	028-15253
13F-HR	Open Document	Open Filing		May 24, 2021	Mar 31, 2021	028-15253
X-17A-5	Open Document	Open Filing		Mar 1, 2021	Dec 31, 2020	008-48239
13F-HR	Open Document	Open Filing		Jan 14, 2021	Dec 31, 2020	028-15253
13F-HR	Open Document	Open Filing		Oct 13, 2020	Sep 30, 2020	028-15253
13F-HR	Open Document	Open Filing		Jul 16, 2020	Jun 30, 2020	028-15253
X-17A-5	Open Document	Open Filing		Feb 28, 2020	Dec 31, 2019	008-48239
13F-HR	Open Document	Open Filing		Jan 29, 2020	Dec 31, 2019	028-15253
13F-HR	Open Document	Open Filing		Oct 7, 2019	Sep 30, 2019	028-15253
13F-HR	Open Document	Open Filing		Jul 17, 2019	Jun 30, 2019	028-15253
13F-HR	Open Document	Open Filing		Apr 9, 2019	Mar 31, 2019	028-15253
X-17A-5	Open Document	Open Filing		Feb 27, 2019	Dec 31, 2018	008-48239
13F-HR	Open Document	Open Filing		Jan 22, 2019	Dec 31, 2018	028-15253
13F-HR	Open Document	Open Filing		Nov 5, 2018	Sep 30, 2018	028-15253
13F-HR	Open Document	Open Filing		Jul 23, 2018	Jun 30, 2018	028-15253
13F-HR	Open Document	Open Filing		Apr 26, 2018	Mar 31, 2018	028-15253
X-17A-5	Open Document	Open Filing		Feb 28, 2018	Dec 31, 2017	008-48239
13F-HR	Open Document	Open Filing		Jan 31, 2018	Dec 31, 2017	028-15253
13F-HR	Open Document	Open Filing		Nov 6, 2017	Sep 30, 2017	028-15253
13F-HR	Open Document	Open Filing		Aug 1, 2017	Jun 30, 2017	028-15253
13F-HR	Open Document	Open Filing		May 1, 2017	Mar 31, 2017	028-15253
X-17A-5	Open Document	Open Filing		Feb 28, 2017	Dec 31, 2016	008-48239
13F-HR	Open Document	Open Filing		Feb 3, 2017	Dec 31, 2016	028-15253
13F-HR	Open Document	Open Filing		Nov 3, 2016	Sep 30, 2016	028-15253
13F-HR	Open Document	Open Filing		Aug 9, 2016	Jun 30, 2016	028-15253
13F-HR	Open Document	Open Filing		Apr 27, 2016	Mar 31, 2016	028-15253
X-17A-5	Open Document	Open Filing	AUTO-GENERATED PAPER DOCUMENT	Feb 26, 2016	Dec 31, 2015	008-48239
FOCUSN	Open Document	Open Filing	AUTO-GENERATED PAPER DOCUMENT	Feb 26, 2016	Dec 31, 2015	008-48239

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