Boulder Wealth Advisors, LLC
Boulder Wealth Advisors, LLC (CRD# 115069) is a financial advisory firm headquartered in Boulder, CO. They manage $246,278,983 in 545 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management246MILLION
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Total Number of Accounts545ACCOUNTS
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Average Account Value$451,888
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
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, IL, MT
Financial Advisors at Boulder Wealth Advisors, LLC
1
Gary Shirman (CRD# 1574194) is an Investment Advisor Representative working at Boulder Wealth Advisors, LLC in Boulder, CO and has over 30 years of experience in the finance industry.
2
Michael Hake (CRD# 5141809) is an Investment Advisor Representative working at Boulder Wealth Advisors, LLC in Boulder, CO and has over 17 years of experience in the finance industry.
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