CRD: 149649
Caledonia Wealth Management, Ltd.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-04-2009
- Office Locations
- 1
Office Locations
About Caledonia Wealth Management, Ltd.
Caledonia Wealth Management is an independent, fee-only RIA in Boulder, CO providing wealth and retirement planning alongside ESG-focused portfolio management. The firm builds sustainable/impact portfolios to align client goals and values (e.g., divestment and climate or equality themes), typically implemented with ETFs and public funds and custodied at Charles Schwab. Offers a free portfolio values-alignment evaluation with no minimums and supports virtual onboarding.
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Owner & Executives
TIMOTHY GEORGE THOROLD BARNETT
Chief Compliance Officer, Founder, Managing Member, Secretary
- CRD
- #2815368
- Ownership
- 50% but less than 75%
DAVID GREGG MCMILLAN
Managing Member, Principal, TREASURER, Wealth Manager
- CRD
- #4848933
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,104,917 | $205,993 |
| Non-Discretionary | $0 | $68,216 |
| Total | $78,104,917 | $183,211 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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