Boulder Wealth Advisors, LLC

RIASEC Registered

Total AUM

$338M

Discretionary

$338M

100% of AUM

Avg account

$640K

Accounts

528

Employees

Advisory reps

Firm details

Headquarters: Boulder, Colorado
CRD number: 115069
Registered since: March 5, 2014
Website: boulderwealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI86.92%
Individuals11.99%
Pension & Profit Sharing Plans1.09%
Services: Financial PlanningPortfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Boulder Wealth Advisors, LLC is an independent registered investment advisor organized as an LLC. The firm is SEC-registered (first registered in 2014) and is owned by an individual. Its client base includes individuals and families as well as institutional clients. Advisory services listed include financial planning, portfolio management for individuals and small businesses, and the publication of periodicals or newsletters. Fee arrangements are flexible and include a percentage of assets under management, hourly charges, and fixed fees. The firm is not characterized as an ESG-focused investor and is not identified as a capital allocator or pension consultant.