Boulder Wealth Advisors, LLC
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Overview
Boulder Wealth Advisors, LLC is a financial advisor firm based in Boulder, Colorado. Boulder Wealth Advisors, LLC has $180.9 million in assets throughout 510 accounts, placing it in the mid-tier of financial advisory firms in the United States by assets under management (AUM). The company has a small group, including 2 financial advisors. Boulder Wealth Advisors, LLC is not a registered broker-dealer, meaning it is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal investments like bonds, equities and options.
Boulder Wealth Advisors, LLC oversees all of the company's accounts in a discretionary manner. Discretionary management means that buy and sell decisions are made by an investment advisor without requiring client approval. The advisory firm's average account size is $354,789. The typical advisor at Boulder Wealth Advisors, LLC administers around 255 client accounts.
The company's main office is at 2595 Canyon Blvd, Boulder, Colorado 80302. Boulder Wealth Advisors, LLC is registered to provide services to investors across a few states, including California, Colorado, Illinois and Montana.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Boulder Wealth Advisors, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$180.9 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
3
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
510
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$354.8 thousand
Products and Services
Boulder Wealth Advisors, LLC provides a number of services, which can consist of financial planning services, portfolio management for individuals and small businesses and publication of newsletters. In the past fiscal year, the firm provided 51-100 of its accounts with financial planning services. Boulder Wealth Advisors, LLC does not sell products or offer services other than investment advice to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees typically are based on which services are provided. Fee types charged by the company may include any blend of the following fee types: asset-based, hourly or fixed. The company does not participate in a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company caters to retail investors, high net worth investors and charitable organizations. Out of its 510 clients, Boulder Wealth Advisors, LLC's largest client group is high net worth investors, but it also caters to 92 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers reside abroad.
- High-Net-Worth Individuals* - 52.57%
- Other Individuals - 46.86%
- Corporations - 0%
- Charitable Organizations - 0.57%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Boulder Wealth Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Boulder Wealth Advisors, LLC
Boulder, CO
Boulder, CO
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