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  3. Lakewood
  4. Financial Advisory

New Financial Advisory Businesses in Lakewood, CO

5 financial advisory businesses recently registered in Lakewood, Colorado.

Updated August 19, 2026 · Most recent business filing May 2, 2026

5
Total Filings
May 2, 2026
Most Recent
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About Financial Advisory Businesses in Lakewood

This page lists new financial advisory businesses registered in Lakewood, Colorado. We currently track 5, sourced directly from the Colorado Division of Corporations and refreshed daily as new financial advisory companies file.

Recent additions include Two Birds Financial Advisors, Sunlight Peaks, and Tag Advisors. The most recent financial advisory business filing was on May 2, 2026.

Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to financial advisory businesses in Lakewood, this is one of the freshest prospect lists in the market.

Use recent financial advisory registrations in Lakewood as a timing signal, then qualify each company by formation date, website, and verified contact availability.

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All Filings

Two Birds Financial Advisors

May 2, 2026
Financial AdvisoryVerifiedLakewood, CO

The firm is operated by advisors Rachel and Kim, and is registered in Lakewood, Colorado. Their services focus on connecting deeply with clients to offer personalized financial planning.

Sunlight Peaks

Apr 1, 2026
Financial AdvisoryVerifiedLakewood, CO

Sunlight Peaks appears to be an advisory firm based in Lakewood, Colorado, as indicated by the LLC filing. Beritela, and Mark Lewi, and emphasizes values like unwavering integrity and family-centric advocacy. The business offers advisory services, likely in financial or wealth management.

Tag Advisors

Feb 13, 2026
Financial AdvisoryVerifiedLakewood, CO

Tag Advisors is a network of independent financial advisors, providing support and resources for growth. The website describes a community of advisors and aims to help them achieve exceptional growth. The company operates under the name Tag Advisors, which matches the LLC filing.

Altitude Financial Advisory Group

Nov 15, 2025
Financial AdvisoryVerifiedLakewood, CO

The LLC, Altitude Financial Advisory Group, is a financial advisory firm based in Lakewood, Colorado.

Cardona Capital

Jul 16, 2025
Financial AdvisoryVerifiedLakewood, CO

Cardona Capital is an investment advisory firm that applies a diversified investment philosophy to portfolio management. The firm serves as a financial advisor to family trusts and offers capital strategy and wealth management services. Its website lists contact information including multiple phone numbers and email addresses.

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