CliftonLarsonAllen Wealth Advisors
CliftonLarsonAllen Wealth Advisors is a multi-family office headquartered in Minneapolis, United States.
CliftonLarsonAllen Wealth Advisors
CliftonLarsonAllen Wealth Advisors is a multi-family office headquartered in Minneapolis, United States. Founded in 2000, the firm traces its wealth origin to the accounting and professional services practices of its parent, CliftonLarsonAllen LLP, which emerged from the mid-century firms Clifton Gunderson and LarsonAllen. The office advises affluent families on investment management, tax planning, and estate strategies while leveraging the multidisciplinary expertise of more than ninety licensed advisors across the country.
General information
Firm type
Multi Family Office
Year founded
2012
AUM
—
Location
Region
North America
Country
—
City
Minneapolis
Corporate office
—
Frequently asked questions
What is CliftonLarsonAllen Wealth Advisors?
CliftonLarsonAllen Wealth Advisors is a multi family office headquartered in Minneapolis.
When was CliftonLarsonAllen Wealth Advisors founded?
CliftonLarsonAllen Wealth Advisors was founded in 2012.
Where is CliftonLarsonAllen Wealth Advisors headquartered?
CliftonLarsonAllen Wealth Advisors is headquartered in Minneapolis, in the North America region.
What does Altss track for CliftonLarsonAllen Wealth Advisors?
Altss maintains an OSINT-verified profile of CliftonLarsonAllen Wealth Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is CliftonLarsonAllen Wealth Advisors's website?
CliftonLarsonAllen Wealth Advisors's public website is www.claconnect.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is CliftonLarsonAllen Wealth Advisors?
CliftonLarsonAllen Wealth Advisors is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on CliftonLarsonAllen Wealth Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for CliftonLarsonAllen Wealth Advisors?
CliftonLarsonAllen Wealth Advisors's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
Get access to Altss to unlock details
Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
Get access to Altss to unlock details
Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
Get access to Altss to unlock details
Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
Get access to Altss to unlock details
Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
Get access to Altss to unlock details
Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: