Boulder Wealth Advisors, LLC
Boulder Wealth Advisors, LLC is an SEC-registered wealth manager in Boulder, CO with $337.9M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Boulder Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 115069, SEC 801-79267, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $337.9M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Boulder, CO
- Employees
- 4
- Clients
- 183
- CRD
- 115069
- Ownership
- SHIRMAN, GARY, ROSS; LUDWICK, ROY, CARL; HAKE, MICHAEL, WILLIAM
How much AUM does Boulder Wealth Advisors, LLC have?
Boulder Wealth Advisors, LLC reported $337.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Boulder Wealth Advisors, LLC?
Disclosed owners and executives of Boulder Wealth Advisors, LLC include SHIRMAN, GARY, ROSS, LUDWICK, ROY, CARL, HAKE, MICHAEL, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.