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CD

Colin H. Donahue

PERLA WEALTH
DENVER, CO 80209
Some features on this profile are disabled
CRD#: 6969001
CD
Colin Haenn DonahuePERLA WEALTH

Professional summary

Colin Haenn Donahue, who also goes by Colin H. Donahue, Colin Donahue, is a registered financial advisor currently at PERLA WEALTH LLC located in Denver, Colorado.

Colin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Colin has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Colin H. Donahue | Colin Donahue

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Colin Haenn Donahue's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 17, 2026 - Present

PERLA WEALTH LLC

Office #1: 724 S Pearl St, Denver, CO 80209
RIA
CRD#: 343191
DENVER, CO
Past

May 31, 2024 - June 22, 2026

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Greenwood Vlg, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(7/17/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/15/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/27/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/30/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/22/2024
Securities Industry Essentials Examination

Current Firm

PW
PERLA WEALTH LLC
PERLA WEALTH LLC

CRD#: 343191 / SEC#:

Colorado
Registered Investment Advisory firm - (7/17/2026 Approved)
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Contact information

Main Address
724 S Pearl St, Denver, CO 80209
Mailing Address
Phone number
(303) 956-4457
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

Red Flags

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Company Information

PERLA WEALTH LLC

CRD#: 343191Denver, CO 80209

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