Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Denver County
    4. ›
  4. 80210
    5. ›
  5. Colorado Wealth Group, LLC

Colorado Wealth Group, LLC

Headquarter

Company Details

Name: Colorado Wealth Group, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 22 Feb 2016 (9 years ago)
Entity Number: 20161120083
ZIP code: 80210
County: Denver County
Place of Formation: COLORADO
Principal Address: 1345 S Broadway Denver CO 80210 US

Links between entities

Type Company Name Company Number State
Headquarter of Colorado Wealth Group, LLC, NEW YORK 7495390 NEW YORK

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
COLORADO WEALTH GROUP 401(K) P/S PLAN 2023 811974102 2024-09-13 COLORADO WEALTH GROUP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 7207292500
Plan sponsor’s address 1345 S BROADWAY, DENVER, CO, 80210

Signature of
Role Plan administrator
Date 2024-09-13
Name of individual signing JACOB RAY
Valid signature Filed with authorized/valid electronic signature
COLORADO WEALTH GROUP 401(K) P/S PLAN 2022 811974102 2023-09-26 COLORADO WEALTH GROUP 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 7207292501
Plan sponsor’s address 1345 S BROADWAY, DENVER, CO, 80210

Plan administrator’s name and address
Administrator’s EIN 811974102
Plan administrator’s name COLORADO WEALTH GROUP
Plan administrator’s address 1345 S BROADWAY, DENVER, CO, 80210
Administrator’s telephone number 7207292501

Signature of
Role Plan administrator
Date 2023-09-26
Name of individual signing STEVEN HARP
Valid signature Filed with authorized/valid electronic signature
COLORADO WEALTH GROUP 401(K) P/S PLAN 2021 811974102 2022-08-08 COLORADO WEALTH GROUP 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 7207292501
Plan sponsor’s address 1345 S BROADWAY, DENVER, CO, 80210

Plan administrator’s name and address
Administrator’s EIN 811974102
Plan administrator’s name COLORADO WEALTH GROUP
Plan administrator’s address 1345 S BROADWAY, DENVER, CO, 80210
Administrator’s telephone number 7207292501

Signature of
Role Plan administrator
Date 2022-08-08
Name of individual signing STEVEN HARP
Valid signature Filed with authorized/valid electronic signature
COLORADO WEALTH GROUP 401(K) P/S PLAN 2020 811974102 2021-05-24 COLORADO WEALTH GROUP 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 7207292501
Plan sponsor’s address 1345 S BROADWAY, DENVER, CO, 80210

Plan administrator’s name and address
Administrator’s EIN 811974102
Plan administrator’s name COLORADO WEALTH GROUP
Plan administrator’s address 1345 S BROADWAY, DENVER, CO, 80210
Administrator’s telephone number 7207292501

Signature of
Role Plan administrator
Date 2021-05-24
Name of individual signing STEVEN HARP
Valid signature Filed with authorized/valid electronic signature
COLORADO WEALTH GROUP 401(K) P/S PLAN 2019 811974102 2020-07-07 COLORADO WEALTH GROUP 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 7207292501
Plan sponsor’s address 1345 S BROADWAY, DENVER, CO, 80210

Plan administrator’s name and address
Administrator’s EIN 811974102
Plan administrator’s name COLORADO WEALTH GROUP
Plan administrator’s address 1345 S BROADWAY, DENVER, CO, 80210
Administrator’s telephone number 7207292501

Signature of
Role Plan administrator
Date 2020-07-07
Name of individual signing STEVEN HARP
Valid signature Filed with authorized/valid electronic signature
COLORADO WEALTH GROUP 401(K) P/S PLAN 2018 811974102 2019-03-26 COLORADO WEALTH GROUP 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 7207292505
Plan sponsor’s address 2930 UMATILLA ST STE 201, DENVER, CO, 80211

Plan administrator’s name and address
Administrator’s EIN 811974102
Plan administrator’s name COLORADO WEALTH GROUP
Plan administrator’s address 2930 UMATILLA ST STE 201, DENVER, CO, 80211
Administrator’s telephone number 7207292505

Signature of
Role Plan administrator
Date 2019-03-26
Name of individual signing JUSTIN VLAANDEREN
Valid signature Filed with authorized/valid electronic signature

Transaction History

Transaction ID Type Date Effective date Name Comment
20241135261 File Report 2024-01-30 2024-01-30 No data Change in registered agent information
20231525926 File Report 2023-05-16 2023-05-16 No data Principal address changed
20221411772 File Report 2022-04-24 2022-04-24 No data No data
20211231127 File Report 2021-03-05 2021-03-05 No data No data
20201105368 File Report 2020-01-31 2020-01-31 No data Change of Entity Address
20191363100 File Report 2019-04-26 2019-04-26 No data Change of Registered Agent / Change of Registered Agent Address
20181058502 File Report 2018-01-23 2018-01-23 No data Removed agent mailing address;Change of Registered Agent / Change of Registered Agent Address
20171321561 File Report 2017-04-25 2017-04-25 No data Change of Entity Address
20161193200 Statement of Correction Correcting the Registered Agent Information 2016-03-20 2016-03-20 No data Registered agent information corrected;
20161120083 Form a Limited Liability Company (LLC) 2016-02-22 2016-02-22 Colorado Wealth Group, LLC No data

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4182468509 2021-02-25 0811 PPS 2930 Umatilla St Ste 201, Denver, CO, 80211-4369
Loan Status Date 2021-12-18
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 39200
Loan Approval Amount (current) 39200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 51009
Servicing Lender Name First-Citizens Bank & Trust Company
Servicing Lender Address 100 E. Tryon Rd DAC - 90, Raleigh, NC, 27603-3581
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Denver, DENVER, CO, 80211-4369
Project Congressional District CO-01
Number of Employees 3
NAICS code 541219
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 51009
Originating Lender Name First-Citizens Bank & Trust Company
Originating Lender Address Raleigh, NC
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 39481.38
Forgiveness Paid Date 2021-11-16
1679237407 2020-05-04 0811 PPP 2930 Umatilla St Ste 201, Denver, CO, 80211
Loan Status Date 2021-04-17
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 29800
Loan Approval Amount (current) 29800
Undisbursed Amount 0
Franchise Name -
Lender Location ID 51009
Servicing Lender Name First-Citizens Bank & Trust Company
Servicing Lender Address 100 E. Tryon Rd DAC - 90, Raleigh, NC, 27603-3581
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address Denver, DENVER, CO, 80211-0001
Project Congressional District CO-01
Number of Employees 3
NAICS code 541219
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 51009
Originating Lender Name First-Citizens Bank & Trust Company
Originating Lender Address Raleigh, NC
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 30057.18
Forgiveness Paid Date 2021-03-23

Related by officers

No related officers

Related by address

1345 S Broadway Denver CO 80210 US

Harp Financial Group, LLC

Date of last update: 21 Apr 2025

Sources: Colorado's Secretary of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 colprof.com, Part of Big Data Integrated