# Caledonia Wealth Management

Caledonia Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 149649
- **SEC file number:** 801-69966
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/149649

## About

CALEDONIA WEALTH MANAGEMENT, LTD. is an SEC-registered investment adviser in BOULDER, CO. The firm manages approximately $78 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Questions

### Does Caledonia Wealth Management participate in direct investments or only fund commitments?

There is no public evidence of the firm participating in direct deals or fund commitments. Without any disclosed portfolio companies or co-investment partnerships, it is impossible to determine its preferred investment vehicle. The firm's total lack of transparency prevents this assessment.

### Has Caledonia Wealth Management made any notable investments?

No notable investments by Caledonia Wealth Management have been recorded in any public source. The firm does not appear in deal databases, news articles, or regulatory filings. Its portfolio is entirely opaque.

## Related profiles

- [Pemberwick Investment Advisors, LLC](https://altss.com/profile/pemberwick-investment-advisors-llc)
- [Barnhart Investment Advisory](https://altss.com/profile/barnhart-investment-advisory)

---

Last updated: 2026-07-06T01:24:13.414Z

Canonical page: https://altss.com/profile/caledonia-wealth-management-ltd

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology