# CLA Wealth Advisors

> Personalized financial portfolio tracking and goal projection with interactive reports. (iPhone/iPad app by CLIFTONLARSONALLEN LLP.)

- Source: https://appshunter.io/ios/app/cla-wealth-advisors/id1524681471 (this page in markdown: same URL + `.md`)
- Developer: [CLIFTONLARSONALLEN LLP](https://appshunter.io/developer/1524681473)
- Category: Finance
- Price: Free
- Rating: 4.50/5 from 4 App Store ratings
- Age rating: 17+
- Requires: iOS 10.0 · 67 MB
- Released: 2020-08-06
- Data updated: 2026-06-04
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/cla-wealth-advisors/id1524681471/reviews.md

## What is CLA Wealth Advisors?

With its intuitive layout and abundant customization features, the CLA Wealth Advisors app can present just the information you need in a format that is accurate, personalized, and easy to understand.

Bold graphics and a tiled interface provide 24/7 access to:

·        Detailed portfolio information

·        Asset allocations

·        Dynamic, interactive reports

·        Financial goals and the probability of reaching them

·        Other important documents

·        And more!

## Key features

- Detailed portfolio information
- Asset allocations
- Dynamic, interactive reports
- Financial goal tracking
- Access to important documents
- Customizable interface


## Frequently asked questions about CLA Wealth Advisors

### What financial information can I access with CLA Wealth Advisors?

CLA Wealth Advisors provides access to detailed portfolio information, asset allocations, dynamic reports, financial goal projections, and other important documents. The app aims to present this information in an accurate, personalized, and easy-to-understand format.

### Is CLA Wealth Advisors free to use?

Yes, CLA Wealth Advisors is available for free. There are no in-app purchases or subscription fees associated with using the core features of the application.

### What devices is CLA Wealth Advisors compatible with?

CLA Wealth Advisors is designed for Apple devices, including iPhone, iPad, and iPod. It is not currently available for Android or other operating systems.

### How secure is CLA Wealth Advisors?

While the description does not detail specific security measures, financial applications typically employ industry-standard security protocols to protect user data. Users should always ensure their device is secure and use strong, unique passwords.

### How often is CLA Wealth Advisors updated?

The app was last updated on August 7, 2021, to version 2.0.836464. The release date was August 6, 2020. Update frequency can vary based on developer priorities and user feedback.

### What is the age rating for CLA Wealth Advisors?

CLA Wealth Advisors has an age rating of 17+. This rating is typically assigned due to the nature of financial content and the complexity of the information presented.

### What do users like about CLA Wealth Advisors?

Based on the limited ratings available, users appreciate the intuitive layout, abundant customization features, and the ability to access personalized financial information easily. The bold graphics and tiled interface are also noted as positive aspects.

### Does CLA Wealth Advisors have ads?

No, CLA Wealth Advisors does not contain advertisements. The app is ad-free, allowing for an uninterrupted user experience focused on financial data.

## Version history (last 2 releases)

### 2.0.836464 — 2021-08-07

Bug fixes and performance improvements.
•	Updated the app logo

### 2.0.658877 — 2020-08-06

No release notes.

## Apps similar to CLA Wealth Advisors

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [NBT Wealth Client Portal](https://appshunter.io/ios/app/nbt-wealth-client-portal/id1607020481) | — | Free | Finance |
| [Blueleaf Advisor](https://appshunter.io/ios/app/blueleaf-advisor/id1584023514) | 3.0 (2) | Free | Finance |
| [Motive Wealth](https://appshunter.io/ios/app/motive-wealth/id6504261808) | 5.0 (2) | Free | Finance |
| [KSW Wealth](https://appshunter.io/ios/app/ksw-wealth/id1625180649) | — | Free | Finance |
| [Howland Capital](https://appshunter.io/ios/app/howland-capital/id6504830112) | — | Free | Finance |
| [Calamos Wealth Management](https://appshunter.io/ios/app/calamos-wealth-management/id6503091109) | — | Free | Finance |

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-04.*