# Boulder Wealth Advisors, LLC

> Boulder Wealth Advisors, LLC is an SEC-registered investment advisory firm in Boulder, CO, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 31, 2026.

- CRD: 115069
- Filed as: BOULDER WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boulder, CO
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/115069
- AdvisorCensus page: https://advisorcensus.com/firm/boulder-wealth-advisors-llc-boulder-co-115069

## Quick answers

**How is Boulder Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Boulder Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Boulder Wealth Advisors, LLC located?**
Boulder Wealth Advisors, LLC's principal office is in Boulder, CO, according to its Form ADV.

**Is Boulder Wealth Advisors, LLC registered with the SEC or a state?**
Boulder Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 115069.

**How much does Boulder Wealth Advisors, LLC manage?**
Boulder Wealth Advisors, LLC reports $337,921,423 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (100% discretionary).

**How have Boulder Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Boulder Wealth Advisors, LLC: Regulatory assets under management: $156,255,111 in the October 2021 data and $337,921,423 in the October 2026 data, up 116%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Boulder Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (99); individuals (other than high net worth individuals) (75); pension and profit sharing plans (but not the plan participants or government pension plans) (9).

**Which custodians does Boulder Wealth Advisors, LLC use?**
Boulder Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Boulder Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/115069

**What changed in Boulder Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $291,048,832 to $337,921,423 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $337,921,423
- Discretionary: $337,921,423
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 75 | $40,514,175 |
| High net worth individuals | 99 | $293,718,465 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $3,688,783 |
| Charitable organizations | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2014 (12 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- boulderwealthadvisors.com
- LinkedIn @boulder-wealth-advisors-llc
- LinkedIn @gary-shirman-79ba401
- LinkedIn @michael-hake-cfp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $156,255,111 | 4 | February 17, 2021 |
| October 2022 | $182,639,110 | 4 | January 20, 2022 |
| October 2023 | $180,942,460 | 3 | January 31, 2023 |
| October 2024 | $246,278,983 | 3 | March 6, 2024 |
| October 2025 | $291,048,832 | 3 | June 10, 2025 |
| October 2026 | $337,921,423 | 4 | July 31, 2026 |

Regulatory assets under management: $156,255,111 in the October 2021 data and $337,921,423 in the October 2026 data, up 116%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $291,048,832 to $337,921,423 (+16%).

### January 2026
- No longer registered or notice-filed in CA, MT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Boulder Wealth Advisors, LLC (CRD 115069): Form ADV filing data as of October 2026.