EB
Erin V. Bawa
MICHAUD CAPITAL MANAGEMENT LLC
Denver, CO 80206
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CRD#: 7877681
EB
Professional summary
Erin Valenti Bawa is a registered financial advisor currently at MICHAUD CAPITAL MANAGEMENT LLC located in Denver, Colorado.
Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Erin has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Crusonia Wealth Advisors, LLC. Investment Related. 200 Fillmore Street, Suite 300. Denver, CO 80206. Registered Investment Advisor. Part Owner. 03/04/2024. 0 Hours Per Month. 0 Hours during Securities Trading Hours.
CRS (Client Relationship Summary) - RIA
Click below to view Erin Valenti Bawa'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®
NoneExperience
Current
February 29, 2024 - Present
MICHAUD CAPITAL MANAGEMENT LLC
Office #1: 200 Fillmore Street Suite 300, Denver, CO 80206RIA
CRD#: 159828
Denver, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MC
MICHAUD CAPITAL MANAGEMENT LLC
MICHAUD CAPITAL MANAGEMENT LLC | WOLFE CAPITAL MANAGEMENT LLC
CRD#: 159828 / SEC#: 801-72973
RIA
Registered Investment Advisory firm - (1/6/2012 Approved)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(2/29/2024)
Exams
Current Firm
MC
MICHAUD CAPITAL MANAGEMENT LLC
MICHAUD CAPITAL MANAGEMENT LLC | WOLFE CAPITAL MANAGEMENT LLC
CRD#: 159828 / SEC#: 801-72973
RIA
Registered Investment Advisory firm - (1/6/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 Fillmore Street Suite 300, Denver, CO 80206
Mailing Address
Phone number
(303) 962-5345
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 84 |
| AUM (Assets Under Management) | $ 2,448,148,356 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/08/2025 | ||
| 12/13/2024 | ||
| 02/28/2024 | ||
| 10/26/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
