Boulder Wealth Advisors, LLC
● SEC registered since 2014CRD 115069SEC# 801-79267Boulder, CO
Reg. AUM
$337.9M
Employees
4
Accounts
528
Location
Boulder, CO
Boulder Wealth Advisors, LLC assets under management
Boulder Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Boulder, CO. The firm has been registered since 2014. It reports $337.9 million in regulatory assets under management and employs 4 people.
Boulder Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Ross Shirman Control | Managing Partner | 50-75% | 2021 |
| Michael William Hake Control | Managing Partner, Chief Compliance Officer | 50-75% | 2021 |
Frequently asked questions
How much does Boulder Wealth Advisors, LLC manage?
Boulder Wealth Advisors, LLC reports $337.9 million in regulatory assets under management on its Form ADV.
How many employees does Boulder Wealth Advisors, LLC have?
Boulder Wealth Advisors, LLC reports 4 employees.
Where is Boulder Wealth Advisors, LLC located?
Boulder Wealth Advisors, LLC is based in Boulder, CO and has been SEC-registered since 2014.
Does Boulder Wealth Advisors, LLC disclose fund performance?
Boulder Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2595 Canyon Blvd, Suite 220, Boulder, CO 80302 |
| Phone | 303-444-1161 |
| Fax | 303-444-5291 |
| Office hours | 8:30a.m.-4:30p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$337.9M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$337.9Mregulatory AUM
Discretionary $337.9M