President, Chief Compliance Officer · Colorado Capital Management
Lee M. Strongwater
CRD 4537898 · Named on Form ADV at one SEC-registered adviser
At a glance
Colorado Capital Management, an SEC-registered wealth manager based in Boulder, CO with $638 million in regulatory assets, lists Lee M. Strongwater on its Form ADV as President, Chief Compliance Officer, a control person.
Firms and roles
- Colorado Capital ManagementPresident, Chief Compliance OfficerWealth manager · Boulder, CO · $638M in regulatory assets
AtlasMembers
Lee’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Steven L. EllisVice President, Colorado Capital Management
- Andrew K. GilsonShareholder, Colorado Capital Management
- Jason G. BlackShareholder, Colorado Capital Management
- Max B. PulitzerShareholder, Colorado Capital Management
- Erica N. LoughreyShareholder, Colorado Capital Management
1 more person named with Lee on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lee’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.