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Building 2BOULDER WEALTH ADVISORS, LLC

Map pinBOULDER, CO
Phone303-444-1161
NotebookSEC #801-79267
Total AUM
$337.9M
Employees
4
Clients
183

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2595 CANYON BLVD
SUITE 220
BOULDER
CO 80302
United States
Operating Hours
8:30AM-4:30PM
Monday - Friday
Phone
303-444-1161

ReceiptFinancials

Total AUM
$337.9M
Accounts
528
Discretionary
$337.9M
Accounts
528
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
75
AUM
$40.5M
HNW Individual Clients
99
AUM
$293.7M
Pension/Profit Sharing Plan Clients
9
AUM
$3.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COIL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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