BOULDER WEALTH ADVISORS, LLC
CRD #115069 SEC #801-79267 BOULDER, CO 303-444-1161
SEC Registered
Total AUM
$291M
Discretionary
$291M
Employees
3
Clients
1
Accounts
523
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $291M | $291M | $0 | 3 | 0 |
| Jun 2025 | $291M | $291M | $0 | 3 | 0 |
| Feb 2025 | $291M | $291M | $0 | 3 | 0 |
| Mar 2024 | $246.3M | $246.3M | $0 | 3 | 0 |
| Jan 2023 | $180.9M | $180.9M | $0 | 3 | 0 |
| Oct 2022 | $182.6M | $182.6M | $0 | 4 | 0 |
| Jan 2022 | $182.6M | $182.6M | $0 | 4 | 0 |
| Feb 2021 | $156.3M | $156.3M | $0 | 4 | 0 |
| Feb 2021 | $156.3M | $156.3M | $0 | 4 | 0 |
| Feb 2021 | $139.7M | $139.7M | $0 | 3 | 0 |
| Dec 2020 | $139.7M | $139.7M | $0 | 3 | 0 |
| Jun 2020 | $139.7M | $139.7M | $0 | 3 | 0 |
| Feb 2020 | $139.7M | $139.7M | $0 | 3 | 0 |
| Mar 2019 | $123.8M | $123.8M | $0 | 3 | 141 |
| Mar 2018 | $123.8M | $123.8M | $0 | 3 | 140 |
| Mar 2017 | $114M | $114M | $0 | 3 | 150 |
| Mar 2016 | $104M | $104M | $0 | 3 | 160 |
| Mar 2015 | $117M | $117M | $0 | 3 | 160 |
| Mar 2014 | $108.2M | $0 | $108.2M | 3 | 300 |
| Feb 2014 | $106M | $106M | $0 | 3 | 300 |
| May 2012 | $80M | $80M | $0 | 1 | 360 |
| Feb 2012 | $80M | $80M | $0 | 1 | 360 |
| Feb 2012 | $80M | $80M | $0 | 1 | 360 |
| Jan 2011 | $71.8M | $71.8M | $0 | 5 | -- |
| Mar 2010 | $65M | $65M | $0 | 5 | -- |
| Feb 2009 | $50M | $50M | $0 | 5 | -- |
| Mar 2007 | $51M | $51M | $0 | 5 | -- |
| Jan 2006 | $40M | $40M | $0 | 5 | -- |
| Dec 2005 | $35M | $35M | $0 | 5 | -- |
| Feb 2005 | $30M | $30M | $0 | 5 | -- |
DateNov 2025
Total AUM$291M
Discretionary$291M
Non-Disc.$0
Employees3
Clients0
DateJun 2025
Total AUM$291M
Discretionary$291M
Non-Disc.$0
Employees3
Clients0
DateFeb 2025
Total AUM$291M
Discretionary$291M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$246.3M
Discretionary$246.3M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$180.9M
Discretionary$180.9M
Non-Disc.$0
Employees3
Clients0
DateOct 2022
Total AUM$182.6M
Discretionary$182.6M
Non-Disc.$0
Employees4
Clients0
DateJan 2022
Total AUM$182.6M
Discretionary$182.6M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$156.3M
Discretionary$156.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$156.3M
Discretionary$156.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$139.7M
Discretionary$139.7M
Non-Disc.$0
Employees3
Clients0
DateDec 2020
Total AUM$139.7M
Discretionary$139.7M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$139.7M
Discretionary$139.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$139.7M
Discretionary$139.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$123.8M
Discretionary$123.8M
Non-Disc.$0
Employees3
Clients141
DateMar 2018
Total AUM$123.8M
Discretionary$123.8M
Non-Disc.$0
Employees3
Clients140
DateMar 2017
Total AUM$114M
Discretionary$114M
Non-Disc.$0
Employees3
Clients150
DateMar 2016
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees3
Clients160
DateMar 2015
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees3
Clients160
DateMar 2014
Total AUM$108.2M
Discretionary$0
Non-Disc.$108.2M
Employees3
Clients300
DateFeb 2014
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees3
Clients300
DateMay 2012
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees1
Clients360
DateFeb 2012
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees1
Clients360
DateFeb 2012
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees1
Clients360
DateJan 2011
Total AUM$71.8M
Discretionary$71.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$51M
Discretionary$51M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--