BOULDER WEALTH ADVISORS, LLC

BOULDER, Colorado·3 registered advisors·CRD# 115069
SEC# 801-792670303-444-1161
01

Firm Overview

AUM
$246M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BOULDER WEALTH ADVISORS, LLC

3 registered advisors
Gary Ross Shirman
BOULDER, Colorado
Michael William Hake
BOULDER, Colorado
Roy Carl Ludwick
BOULDER, Colorado
05

Office Locations

BOULDER, Colorado
3 advisors

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Data sourced from SEC Form ADV filings. BOULDER WEALTH ADVISORS, LLC (CRD# 115069) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.