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Colorado Wealth Group, LLC

EST. AUM
$235,338,632

CONTACTS
3

CLIENT ACCOUNTS
1,161

Firm Details

Metro area Denver
CRD Number 310024
Website coloradowealthgroup.com
Client types

Overview

Colorado Wealth Group is a Denver-based wealth management firm overseeing approximately $300 million in assets under management. The firm was recently acquired by New York–based RIA Savvy Advisors, expanding Savvy’s national footprint. Founded by CEO Steven Harp and co-founder Jacob Ray, alongside a team of six additional professionals, the firm provides comprehensive financial planning services designed to support clients throughout every stage of life. Colorado Wealth Group focuses on delivering customized strategies, disciplined performance, and high-touch client service to drive meaningful, long-term outcomes.

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Alternative Activity

Address

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

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