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
2595 Canyon Blvd, Suite 220, Boulder, CO 80302
https://boulderwealthadvisors.com
By the Numbers
  • Total Assets Under Management
    246
    MILLION
  • Total Number of Accounts
    545
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, CO, IL, MT

Financial Advisors at Boulder Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Gary Shirman, financial advisor Boulder CO
Gary R. Shirman
CRD#: 1574194
2595 Canyon Blvd, Suite 220, Boulder, CO 80302

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, financial advisor Boulder CO
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 17 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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