Caledonia Wealth Management, Ltd.

EST. AUM
$78,104,917

CONTACTS

CLIENT ACCOUNTS
232

Firm Details

Metro area Denver
CRD Number 149649
Website caledoniawealth.com
Client types

Overview

Caledonia Wealth Management, Ltd. is a Boulder-based, fee-only investment adviser that provides fiduciary financial planning and investment management services with a strong emphasis on sustainable investing. The firm offers personalized advisory services, including portfolio construction and ongoing management, designed to align clients’ financial goals with environmental, social, and governance (ESG) values. Its approach integrates traditional wealth management with responsible investing principles, tailoring portfolios to reflect each client’s risk tolerance, objectives, and ethical preferences.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Caledonia Wealth Management, Ltd.

Platform Details

Investment Preferences

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