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BOULDER WEALTH ADVISORS, LLC
CRD 115069 · SEC 801-79267
2595 CANYON BLVD, SUITE 220, BOULDER, CO, 80302, United States
Phone
303-444-1161
Fax
303-444-5291
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$337.9M
Discretionary AUM
$337.9M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $40.5M |
| High net worth individuals | 99 | $293.7M |
| Pension/profit sharing plans | 9 | $3.7M |
States served
CO, IL
All web addresses on file
Official SEC filing: View on IAPD