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| Boulder Wealth Advisors LLC
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| |
|---|---|
| CRD # | 115069 |
| SEC # | 801-79267 |
| CIK # | 0001874080 |
| AUM | $246.3 MM (2024-03-06) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 303-444-1161 |
| Address | 2595 Canyon Blvd Boulder, CO 80302 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 33.9 |
| (b) Individuals (high net worth individuals) | 89 | 210.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.9 |
| (h) Charitable organizations | 1 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 545 | 246.3 |
| By Discretionary | ||
| Discretionary | 545 | 246.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 545 | 246.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 246.3 | |
| Total | 545 | 246.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001874080] |
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