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COLUMBIA BENEFITS, LLC

DENVER, CO · CRD 132261 · IAPD ↗ · cbadvisors.com · 303-759-1100

$116.2MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2025 — COLUMBIA BENEFITS, LLC (DENVER, CO) is newly SEC-registered with $107.7M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.