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Building 2BOULDER WEALTH MANAGEMENT, LLC

Map pinOVERLAND PARK, KS
Phone913-944-4600
NotebookSEC #801-69422
Total AUM
$30.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7400 WEST 135TH STREET
SUITE 200
OVERLAND PARK
KS 66223
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
913-944-4600

ReceiptFinancials

Total AUM
$30.3M
Accounts
162
Discretionary
$30.3M
Accounts
162
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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