# Caledonia Wealth Management, Ltd.

> Caledonia Wealth Management, Ltd. is a state-registered investment advisory firm in Boulder, CO, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 149649
- Filed as: CALEDONIA WEALTH MANAGEMENT, LTD.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boulder, CO
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/149649
- AdvisorCensus page: https://advisorcensus.com/firm/caledonia-wealth-management-ltd-boulder-co-149649

## Quick answers

**How is Caledonia Wealth Management, Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), Caledonia Wealth Management, Ltd. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Caledonia Wealth Management, Ltd. located?**
Caledonia Wealth Management, Ltd.'s principal office is in Boulder, CO, according to its Form ADV.

**Is Caledonia Wealth Management, Ltd. registered with the SEC or a state?**
Caledonia Wealth Management, Ltd. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 149649.

**How much does Caledonia Wealth Management, Ltd. manage?**
Caledonia Wealth Management, Ltd. reports $78,104,917 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Caledonia Wealth Management, Ltd. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (63); high net worth individuals (18).

**Does Caledonia Wealth Management, Ltd. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/149649

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $78,104,917
- Discretionary: $78,104,917
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 63 | $19,108,286 |
| High net worth individuals | 18 | $58,996,631 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- caledoniawealth.com
- caledoniawealthmanagement.com
- esginvestors.com
- sustainable-wealth.com
- wealth-and-wellbeing.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Caledonia Wealth Management, Ltd. (CRD 149649): Form ADV filing data as of October 2026.