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 organized as an LLC and SEC-registered since 2014. The firm serves both individual and family clients as well as institutional accounts. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the publication of client-oriented periodicals or newsletters. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is not identified as an active ESG investor and is not structured as a multi-state or related adviser.
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 2
Gary Shirman
FounderCRD 1574194
Michael Hake
Managing Partner, Financial AdvisorCRD 5141809
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$265M in ETFs
79%
$209M
17%
$55.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $47.5M | 1,641,481 | 17.95% |
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
Similar firms
M4a3 LLC
RIABoulder, CO
Broadview Wealth Partners
RIABoulder, CO
Kilterhowling LLC
RIABoulder, CO
The Wealth Conservancy, Inc.
RIABoulder, CO
Unless Management LP
RIABoulder, CO
Consilium, LLC
RIABoulder, CO