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Bolhan Wealth

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Client assets under management

$0

Clients

0

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

0

Very Low

Average account size

—

About

Bolhan Wealth is a registered investment adviser that provides portfolio management and financial planning services to individuals, high‑net‑worth clients, and business entities, and it also works through third‑party money managers and pooled strategies. The firm was formed in May 2025 and, as of March 2026, reported no discretionary or non‑discretionary assets under management.

The firm documents client objectives in written investment policy statements and may manage accounts on a discretionary or non‑discretionary basis, typically placing client assets onto a third‑party platform or with independent managers for implementation. Its stated methods of analysis include fundamental, quantitative, technical, cyclical, charting and modern portfolio theory, and it generally emphasizes long‑term strategies while retaining the ability to employ short‑term trading and options strategies where appropriate.

Noteworthy features in the brochure include an affiliation with a licensed CPA firm and advisors who continue to provide accounting services, a relationship the firm discloses as a potential conflict of interest. Bolhan Wealth also highlights its practice of selecting and supervising other advisers via the SEI platform and related independent managers — an arrangement (including receipt of platform and soft‑dollar benefits) that the firm says it will manage through disclosure and oversight and that is less common among peers.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Life insurance needs analysis Income planning Options & derivatives strategies

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Fee options

Fixed

$2,500 to $10,000 fixed fee for financial planning

Percentage

$0 - $5,000,000: 1.00% $5,000,001+: 0.75%

Main office location

Bolhan Wealth

5420 S Quebec St, Ste 102

Greenwood Village CO 80111, United States

Number of offices

1

Most active in

More info

Colorado

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

303-727-1040

Advisors at this firm

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user avatar

David H

Series 65

Greenwood Village, CO

Bolhan Wealth

David Hanyzewski is a financial advisor at Bolhan Wealth with a Series 65 designation and over eight years of experience in the financial and accounting fields. His career includes roles at Bolhan Wealth since 2026, BolHan CPAs since 2021, and prior positions at Wipfli, Bauerle CPAs, and Brown and Caldwell. He continues to provide accounting services alongside his advisory work. Bolhan Wealth is a registered investment adviser serving individuals, high-net-worth clients, and business entities through portfolio management, financial planning, and third-party money managers. The firm emphasizes documented client objectives, a mix of analytical methods, and employs both long-term strategies and short-term trading, with an affiliation to a licensed CPA firm and a unique practice of selecting and supervising external advisers.

College savings (529s, UTMA, etc.) Life insurance needs analysis Income planning Options & derivatives strategies
user avatar

David B

Series 65

Greenwood Village, CO

Bolhan Wealth

David Bolenbaugh is a financial advisor at Bolhan Wealth with a Series 65 designation and over a decade of experience in accounting and financial services. He has worked with BolHan CPAs Inc since 2013 and has been affiliated with Bolhan Wealth since 2025. Bolhan Wealth is a registered investment adviser serving individuals, high-net-worth clients, and business entities with portfolio management and financial planning services. The firm emphasizes long-term investment strategies and frequently utilizes third-party platforms and independent managers for account implementation.

College savings (529s, UTMA, etc.) Life insurance needs analysis Income planning Options & derivatives strategies
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