BOULDER WEALTH MANAGEMENT, LLC
Legal name: BOULDER INVESTMENT GROUP
CRD #147809 SEC #801-110679 OVERLAND PARK, KS 913-944-4600
SEC Registered Disclosures
Total AUM
$42.7M
Discretionary
$42.7M
Employees
2
Clients
0
Accounts
106
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2020 | $42.7M | $42.7M | $0 | 2 | 0 |
| Aug 2020 | $42.7M | $42.7M | $0 | 2 | 0 |
| Jul 2020 | $42.7M | $42.7M | $0 | 2 | 0 |
| Jun 2020 | $42.7M | $42.7M | $0 | 2 | 0 |
| Jun 2020 | $42.7M | $42.7M | $0 | 2 | 0 |
| May 2020 | $42.7M | $42.7M | $0 | 2 | 0 |
| May 2020 | $42.7M | $42.7M | $0 | 2 | 0 |
| Mar 2020 | $42.7M | $42.7M | $0 | 2 | 0 |
| Mar 2020 | $171.2M | $38.5M | $132.7M | 3 | 0 |
| Dec 2019 | $171.2M | $38.5M | $132.7M | 3 | 0 |
| Aug 2019 | $171.2M | $38.5M | $132.7M | 3 | 0 |
| Mar 2019 | $171.2M | $38.5M | $132.7M | 3 | 0 |
| Dec 2018 | $185.2M | $41.5M | $143.7M | 4 | 1 |
| Mar 2018 | $185.2M | $41.5M | $143.7M | 4 | 1 |
| Jun 2017 | $131.5M | $36.7M | $94.8M | 4 | 26 |
| May 2017 | $131.5M | $36.7M | $94.8M | 4 | 26 |
| Jun 2012 | $60.9M | $60.9M | $0 | 1 | 200 |
| Jun 2012 | $60.9M | $60.9M | $0 | 1 | 200 |
| Jun 2012 | $60.9M | $60.9M | $0 | 1 | 200 |
| Mar 2012 | $60.9M | $60.9M | $0 | 1 | 200 |
| May 2011 | $51.3M | $51.3M | $0 | 5 | -- |
| Mar 2011 | $51.3M | $51.3M | $0 | 5 | -- |
| Jul 2010 | $42.9M | $42.9M | $0 | 5 | -- |
| Jul 2010 | $42.9M | $42.9M | $0 | 5 | -- |
| Mar 2010 | $30.3M | $30.3M | $0 | 5 | -- |
| Jan 2010 | $15.7M | $15.7M | $0 | 5 | -- |
DateAug 2020
Total AUM$42.7M
Discretionary$42.7M
Non-Disc.$0
Employees2
Clients0
DateAug 2020
Total AUM$42.7M
Discretionary$42.7M
Non-Disc.$0
Employees2
Clients0
DateJul 2020
Total AUM$42.7M
Discretionary$42.7M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$42.7M
Discretionary$42.7M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$42.7M
Discretionary$42.7M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$42.7M
Discretionary$42.7M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$42.7M
Discretionary$42.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$42.7M
Discretionary$42.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$171.2M
Discretionary$38.5M
Non-Disc.$132.7M
Employees3
Clients0
DateDec 2019
Total AUM$171.2M
Discretionary$38.5M
Non-Disc.$132.7M
Employees3
Clients0
DateAug 2019
Total AUM$171.2M
Discretionary$38.5M
Non-Disc.$132.7M
Employees3
Clients0
DateMar 2019
Total AUM$171.2M
Discretionary$38.5M
Non-Disc.$132.7M
Employees3
Clients0
DateDec 2018
Total AUM$185.2M
Discretionary$41.5M
Non-Disc.$143.7M
Employees4
Clients1
DateMar 2018
Total AUM$185.2M
Discretionary$41.5M
Non-Disc.$143.7M
Employees4
Clients1
DateJun 2017
Total AUM$131.5M
Discretionary$36.7M
Non-Disc.$94.8M
Employees4
Clients26
DateMay 2017
Total AUM$131.5M
Discretionary$36.7M
Non-Disc.$94.8M
Employees4
Clients26
DateJun 2012
Total AUM$60.9M
Discretionary$60.9M
Non-Disc.$0
Employees1
Clients200
DateJun 2012
Total AUM$60.9M
Discretionary$60.9M
Non-Disc.$0
Employees1
Clients200
DateJun 2012
Total AUM$60.9M
Discretionary$60.9M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$60.9M
Discretionary$60.9M
Non-Disc.$0
Employees1
Clients200
DateMay 2011
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$42.9M
Discretionary$42.9M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$42.9M
Discretionary$42.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$15.7M
Discretionary$15.7M
Non-Disc.$0
Employees5
Clients--