| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Ross Shirman Control | Managing Partner | 50-75% | 2021 |
| Michael William Hake Control | Managing Partner, Chief Compliance Officer | 25-50% | 2021 |
Boulder Wealth Advisors, LLC reports $291 million in regulatory assets under management on its Form ADV.
Boulder Wealth Advisors, LLC reports 3 employees.
Boulder Wealth Advisors, LLC is based in Boulder, CO and has been SEC-registered since 2014.
Boulder Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $291M |
| Non-discretionary | $0 |
| Total (RAUM) | $291M |