CRD: 149649
Caledonia Wealth Management, Ltd.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 31, 2011 and February 29, 2012, reported AUM decreased 9.5%, from $25.7M to $23.3M.
Of the latest reported AUM, 93.8% is discretionary and 6.2% is non-discretionary.
The firm reports 2 advisory representatives and 83 clients, or 41.5 clients per representative. That equates to $941.0K in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Caledonia Wealth Management, Ltd. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 2 owners & executives
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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
SMA allocation detail is available
Caledonia Wealth Management, Ltd. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.