Flatirons Wealth Management

Flatirons Wealth Management (CRD# 297720) is a financial advisory firm headquartered in Boulder, CO. They manage $32,005,702 in 241 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4450 Arapahoe Avenue, Suite 100, Boulder, CO 80303
https://www.flatironswm.com
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    241
    ACCOUNTS
  • Average Account Value
    $132,804
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Flatirons Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Steven Zakelj, financial advisor Boulder CO
Steven J. Zakelj
CRD#: 5643580
4450 Arapahoe Avenue, Suite 100, Boulder, CO 80303

Steven Zakelj (CRD# 5643580) is an Investment Advisor Representative working at Flatirons Wealth Management in Boulder, CO and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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