Financial ServicesWealth ManagementActiveVerified

Sopris Wealth

Caroline McCarthy, Registered Agent

Sopris Wealth (matching the LLC 'Sopris Financial LLC') operates as a wealth management firm based in Colorado. The website references Mount Sopris near Carbondale, aligning with the LLC's principal address in Carbondale, CO 81623. The business offers financial services, as indicated by the site's title and content about wealth management.

Filed October 13, 2025 · Carbondale, CO · Pitkin County

Scout the DayOneLead fox with a Colorado new business filings stamp

Every new Colorado filing, every day

See how it works

Source

Colorado Secretary of State · Entity 20258122370 · Retrieved June 12, 2026

View the official record ›JSON record ›

About Sopris Wealth

Sopris Financial LLC filed in Colorado on October 13, 2025, as a Financial Services company in Wealth Management. Caroline McCarthy is the owner and registered agent, filing personally. Its domain was registered 1,454 days before filing, on October 20, 2021, through Amazon Registrar. The website is a modern WordPress site that matches the filing name and address. We estimate the company has a brick-and-mortar footprint, with revenue between $1M and $10M and 6 to 25 employees. One other entity shares the same owner name. No annual report or EIN on file yet.

  • Domain registered 1,454 days before the Colorado filing date.
  • Owner Caroline McCarthy filed personally as the registered agent.
  • Website is a modern WordPress site confirmed to match the filing.
  • One other entity shares the same owner name.
  • No annual report or EIN on file yet.

Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.

One of 47 new businesses registered in Carbondale in October 2025, and the only financial services business registered there that month.

Is this business yours?

It's getting views. Claim the page for free to control what your customers see.

Claim this business

Filing Details

Entity NameSopris Financial LLC
Entity TypeLLC
Entity Number20258122370
Filing DateOctober 13, 2025
Principal AddressLocked
City / State / ZipCarbondale, CO 81623
CountyPitkin
TimezoneMountain (MT)
EIN on FileNo
Registered AgentCaroline McCarthy
Agent AddressLocked
Filed ViaSelf-filed (owner is the registered agent)
WebsiteYes · domain registered 1454 days before filing · registrar Amazon Registrar
Website BuildModern · WordPress
Annual ReportNot yet filed
Estimated Revenue$1M-$10M (estimate)
Estimated Employees6-25 (estimate)
FootprintBrick and mortar (estimate)
Related Filings1 with the same owner name
First Recorded by DayOneLeadJune 12, 2026 (242 days after filing)

Verified Business Profile

SubcategoryWealth Management

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
Start Free TrialVerified contact details are included with a free trial.

Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
Start Free TrialDomain and website data is included with a free trial.

Frequently Asked Questions

When was Sopris Wealth registered?

Sopris Wealth was registered as LLC on October 13, 2025 in Colorado.

Where is Sopris Wealth located?

Sopris Wealth is based in Carbondale, CO, 81623, in Pitkin County.

What type of business is Sopris Wealth?

Sopris Wealth is classified as a financial services business (wealth management).

Does Sopris Wealth have an EIN on file?

No EIN was found on file for Sopris Wealth at the time of registration.

Who Sells to This Business

Based on the business category, these service providers typically target this type of business.

InsuranceWeb DesignerAccounting

Turn fresh financial services businesses into your next customers

We find newly registered businesses, verify their contact details, and build the campaign. You review everything before anything sends.

Build My Campaign Free ›