BOULDER WEALTH ADVISORS, LLC
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
FINTRXOverview
Boulder Wealth Advisors, LLC is an independent registered investment adviser established in 2014 and organized as an LLC with individual ownership. The firm serves both individual and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and the publication of periodicals or client newsletters. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. Boulder Wealth does not position itself as a capital allocator and is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities5%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Contacts
2 of 2GARY SHIRMAN
PartnerCRD 1574194
MICHAEL HAKE
Managing Partner, Financial AdvisorCRD 5141809
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$248M in ETFs
67%
$166M
33%
$82M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $40.6M | 1,617,555 | 16.34% |
Location
BOULDER, CO
BOULDER
Location
BOULDER, CO
Headquartered in BOULDER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- BOULDER
- Address
- 2595 Canyon Blvd
- Time zone
- MT (UTC-7)
- Office locations
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