Investment adviser · CRD 147809
BOULDER INVESTMENT GROUP
Investment adviser filing (IA)
BOULDER WEALTH MANAGEMENT, LLC
OVERLAND PARK, KS, United States · Form ADV filed Aug 26, 2020
- Regulatory AUM
- $42.7M Form ADV · Item 5.F
- Client accounts
- 106 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 34 | $31,670,840 | 74.1% |
| Individuals | 71 | $10,706,887 | 25.1% |
| Charities | Fewer than 5 | $350,921 | 0.8% |
Filing source
Form ADV 1452986 · Aug 26, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 26, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
7200 WEST 132ND STREET, SUITE 250OVERLAND PARK, KS, 66213, United States
CRD 147809
Filing source
Form ADV 1452986 · Aug 26, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.