DFX Intelligence

RIA Intelligence

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C••••••• W••••• B•• A•••••••••

NonprofitTax-ExemptDisclosed by a registered advisor· CO

Civic/community bar association

from the advisor's own disclosure

Registered advisors
1
Public records
1
Other people named
hidden
Formed
unknown
As of · the advisors' Form U4 disclosures and the public records linked below
What it does
in the words of the record named beside it
Business
Civic/community bar associationreportedthe advisor's own disclosure
Type
Nonprofitderived
Status
Tax-ExemptreportedIRS exempt organisations file
Observed operations
figures a public record reports; nothing estimated
Total Assets
$99,454reportedIRS exempt organisations file
Annual Income
$356,089reportedIRS exempt organisations file
Annual Revenue
$338,606reportedIRS exempt organisations file
Recent activity
No change observed since DFX began reading the daily IAPD feed on 2026-09-14.
People
registered advisors who disclosed it, and people other public records name
Related network
counts across the records on this page
Registered advisors
1reportedself-disclosed
Their firms
1derived
Other people named
hiddenreported
Earliest advisor involvement
2023-11reportedstart date the advisor printed
Sources and evidence
  • IRS exempt organisations fileexact name, same state
    ein: 840765567 · city: DENVER · name: C••••••• W••••• B•• A••••••••• · assets: 99454 · income: 356089 · ruling: 198508 · revenue: 338606 · subsection: 06