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BOULDER WEALTH ADVISORS, LLC
2595 Canyon Blvd
Suite 220
Boulder, Colorado 80302
Tel: 303-444-1161
About BOULDER WEALTH ADVISORS, LLC
BOULDER WEALTH ADVISORS, LLC, formally registered with the SEC as BOULDER WEALTH ADVISORS, LLC. The firm was established in 03/05/2014. They have over 1 offices throughout the country.
BOULDER WEALTH ADVISORS, LLC is a Boulder, Colorado based Financial Planning firm with nearly $291,048,832 assets under management, offering retirement planning & investment advisory services to 523 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 115069 |
| SEC# | 801-79267 |
| Assets Managed by Firm | $291,048,832 |
| No. of Clients | 523 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 523 | $291,048,832 |
| Individuals (other than high net worth individuals) | 79 | $33,409,460 |
| High net worth individuals | 99 | $255,838,429 |
| Pension and profit sharing plans | 1 | $1,000,000 |
| Charitable organizations | 1 | $800,943 |
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