Boulder Wealth Advisors, LLC

Boulder Wealth Advisors, LLC (CRD# 115069) is a financial advisory firm headquartered in Boulder, CO. They manage $156,255,111 in 492 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    156
    MILLION
  • Total Number of Accounts
    492
    ACCOUNTS
  • Average Account Value
    $317,592
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO

Financial Advisors at Boulder Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Roy C. Ludwick
CRD#: 1325901
3050 Broadway, Suite 202, Boulder, CO 80304

Roy Ludwick (CRD# 1325901) is an Investment Advisor Representative working at Boulder Wealth Advisors, LLC in Boulder, CO and has over 32 years of experience in the finance industry.

2
Gary R. Shirman
CRD#: 1574194
3050 Broadway Suite 202, Boulder, CO 80304

Gary Shirman (CRD# 1574194) is an Investment Advisor Representative working at Boulder Wealth Advisors, LLC in Boulder, CO and has over 27 years of experience in the finance industry.

3
Michael W. Hake
CRD#: 5141809
2595 Canyon Blvd, Suite 220, Boulder, CO 80302

Michael Hake (CRD# 5141809) is an Investment Advisor Representative working at Boulder Wealth Advisors, LLC in Boulder, CO and has over 15 years of experience in the finance industry. Michael Hake has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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