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Cobiz Wealth LLC




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Cobiz Wealth LLC, a Colorado-based Limited Liability Company, has been providing financial advisory services for almost two decades. With a team of 11 knowledgeable advisors and a total of 21 employees, Cobiz Wealth has successfully managed the investments of 43 clients. The firm's impressive track record is demonstrated by its approval status with the U.S. Securities and Exchange Commission, which it has held since April 2003.

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CoBiz Wealth

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Period of report: Jun 30, 2019 | Effectiveness Date: Jul 8, 2019

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