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no rate is stated, and planning tied to an ongoing investment engagement carries no separate fee.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1061440","versionId":1061440,"submittedOn":"2026-10-16","documentName":"PART 2A BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T08:35:12.095677+00:00","documents":[{"name":"PART 2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1061440","versionId":1061440,"submittedOn":"2026-10-16"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":334232776}],"custodyNote":"Boulder Wealth Advisors has custody of $47.8M in client assets for 48 clients.","otherCustodians":[],"leadership":[{"name":"Michael Hake","title":"Managing Partner, Chief Compliance Officer","crd":"5141809"},{"name":"Gary Shirman","title":"Managing Partner","crd":"1574194"}],"ownership":[{"label":"Gary Shirman","detail":"Managing partner in the 50% to 75% ownership band and a control person, since January 2021."},{"label":"Michael Hake","detail":"Managing partner, chief compliance officer in the 50% to 75% ownership band and a control person, since February 2021."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Colorado","offices":1,"addresses":[{"street":"2595 Canyon BLVD, Suite 220","city":"Boulder","headquarters":true}]}],"brochureServices":["business succession planning","education planning","estate planning","insurance","philanthropic planning","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"303-444-1161","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Publication of periodicals or newsletters"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":5},{"label":"U.S. government/agency bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":92},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"31 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/115069/PDF/115069.pdf","brochureDate":"16 October 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1061440","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Boulder Wealth Advisors have?","answer":"Boulder Wealth Advisors has 183 clients and manages $338 million for them, as of July 2026. They include 99 high-net-worth individuals, 75 individual clients, and 9 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Boulder Wealth Advisors offer?","answer":"Boulder Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, publishing newsletters, business succession planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Boulder Wealth Advisors charge?","answer":"Boulder Wealth Advisors charges up to 1.00% a year for its Investment Management. The fee is billed in advance and is negotiable.","source":"PART 2A BROCHURE, filed 16 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Boulder Wealth Advisors use?","answer":"Boulder Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $334M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Boulder Wealth Advisors have?","answer":"Boulder Wealth Advisors has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Boulder Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Boulder Wealth Advisors’ separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities, 3% cash and equivalents and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Boulder Wealth Advisors?","answer":"Boulder Wealth Advisors’ direct owners are Gary Shirman (50% to 75%) and Michael Hake (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 31 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Boulder Wealth Advisors get paid?","answer":"Boulder Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Boulder Wealth Advisors?","answer":"Boulder Wealth Advisors’ main office is at 2595 Canyon BLVD, Suite 220, Boulder, CO 80302. Its phone number is 303-444-1161. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}