Boulder Wealth Advisors, LLC

Boulder Wealth Advisors provides discretionary investment management and financial planning to individuals, families, trusts, pension and profit‑sharing plans, estates, and charitable organizations, with roughly $338 million in assets under management across a modest client base. The firm primarily serves individual and high‑net‑worth clients and also advises on employer‑sponsored retirement plan investments, variable insurance products, and other outside assets.

The firm manages client assets using five model portfolios (Ultra Aggressive, Aggressive, Growth, Growth & Income, and Bond only), a primarily tactical, top‑down allocation process, and a mix of stocks, bonds, mutual funds, ETFs and, when appropriate, alternative investments; cash positions can be material depending on market outlook. Boulder Wealth retains discretionary authority to rebalance and trade for clients, and in some strategies allocates to third‑party managers and overlays — for example, the brochure describes using AQR Flex for tax‑aware equity exposure and SpiderRock for customized options overlays.

Compared with many peers, the brochure highlights a handful of uncommon features: the firm distributes a newsletter with quarterly client reports and discloses use of endorsements, client testimonials, and advertising of third‑party ratings in its marketing. The ADV also notes specific third‑party program integrations and that the firm typically requires a $1 million account minimum but may accept smaller accounts at its discretion, details that may affect suitability for prospective clients.