Cobiz Wealth LLC
Legal Name: COBIZ WEALTH, LLC
1401 LAWRENCE STREET, SUITE 1200, DENVER, CO
Full Contact Details
Other Info
Cobiz Wealth LLC is legally known as COBIZ WEALTH, LLC. It is a CO Limited Liability Company. This firm has 21 employees, of which 11 are employees in advisory roles. It serves 43 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Apr 1, 2003.
Direct Owners
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BOKF, N.A.
OWNER owns 75% or more
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CHRISTOPHER CLINE FREIMUTH
MANAGING DIRECTOR owns less than 5%
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GREGORY AYRES WHEELER
CHIEF EXECUTIVE OFFICER owns less than 5%
-
MARK STEPHEN MARRONE
CHIEF COMPLIANCE OFFICER owns less than 5%
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MINDY MARGARET MAHANEY
CHIEF OPERATING OFFICER owns less than 5%
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SCOTT BRADLEY GRAUER
CHAIRMAN OF THE BOARD owns less than 5%
Indirect Owners
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BOK FINANCIAL CORPORATION
OWNER owns 75% or more
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GEORGE BRUCE KAISER
INDIRECT BENEFICIAL OWNER owns more than 50% but less than 75%
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Jul 8, 2019
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