← Back to searchVisit website
FLATIRONS WEALTH MANAGEMENT
FLATIRONS WEALTH MANAGEMENT, LLC
CRD 297720
4450 ARAPAHOE AVENUE, SUITE 100, BOULDER, CO, 80303, United States
Phone
720-446-6093
Fax
720-414-5216
Registration
— (—)
Source
State registered
Total AUM
$49.0M
Discretionary AUM
$49.0M
Team
1 total employees; 1 advisory reps; 6 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $22.4M |
| High net worth individuals | 43 | $26.6M |
All web addresses on file
Official SEC filing: View on IAPD