Cliftonlarsonallen Wealth Advisors, Llc

Business address
220 S. Sixth Street, Suite 300, Minneapolis, MN, 55402-4505
State of incorporation
MN
Fiscal year end
December 31
Former names
LARSONALLEN FINANCIAL, LLC (to 12/22/2010)
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Cliftonlarsonallen Wealth Advisors, Llc has filed 83 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 Oct 14, 2025 Sep 30, 2025 028-15253
13F-HR Open Document Open Filing Jul 21, 2025 Jun 30, 2025 028-15253
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
13F-HR Open Document Open Filing Feb 1, 2016 Dec 31, 2015 028-15253
13F-HR Open Document Open Filing Oct 27, 2015 Sep 30, 2015 028-15253
13F-HR Open Document Open Filing Jul 29, 2015 Jun 30, 2015 028-15253
13F-HR Open Document Open Filing Apr 8, 2015 Mar 31, 2015 028-15253
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Mar 2, 2015 Dec 31, 2014 008-48239
13F-HR Open Document Open Filing Jan 22, 2015 Dec 31, 2014 028-15253
13F-HR Open Document Open Filing Oct 17, 2014 Sep 30, 2014 028-15253
13F-HR Open Document Open Filing Jul 16, 2014 Jun 30, 2014 028-15253
13F-HR Open Document Open Filing Apr 11, 2014 Mar 31, 2014 028-15253
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 28, 2014 Dec 31, 2013 008-48239
13F-HR Open Document Open Filing Jan 31, 2014 Dec 31, 2013 028-15253