CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Minnesota, United States

Employees

Total Number of Employees	153
Investment Advisory/Research	95
Registered Broker-Dealer Representatives	89
Registered State Investment Advisers	95
Licensed Agents of an Insurance Company	17
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	13,773	$6.0B
Non-Discretionary	6,169	$2.0B
Total	19,942	$8.0B

Clients

Type	Number	RAUM
Individuals	4,132	$1.2B
HNW Individuals	1,733	$5.9B
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	145	$135.5M
Charitable organizations	72	$166.2M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	208	$605.7M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	747
No. of Non-U.S. Clients	1
No. of Financial Planning Clients	5000

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops
Compensation	% of AUMHourly chargesFixed fees
Other Business Activities	Broker-dealerInsurance broker or agentMERGERS & ACQUISITIONS

Identifiers

SEC RIA File Number	801-57242
SEC ERA File Number	801-57242
SEC CIK Numbers	944361
SEC CRD Numbers	38357
Legal Entity Identifier	None

Principal Office

220 SOUTH 6TH STREET
SUITE 300
MINNEAPOLIS
MN
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic