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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- AtlasCatalyst vector
- Established Date
- 10-16-2001
- Office Locations
- 1
Office Locations
About Boulder Wealth Advisors, LLC
Boulder Wealth Advisors is an independent, fee-only, employee-owned fiduciary firm providing detail-oriented financial planning and investment management for individuals, families, retirees, and small business owners. The team takes a holistic approach spanning retirement, tax, and estate planning, and implements portfolios that commonly use ETFs and public funds (custodied at Schwab). Their proprietary Life On A Page process anchors a personalized, adaptable planning workflow.
Team overview
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Accredited Investors
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Investment Themes
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Owner & Executives
MICHAEL WILLIAM HAKE
Chief Compliance Officer, Managing Partner
- CRD
- #5141809
- Ownership
- 50% but less than 75%
GARY ROSS SHIRMAN
Financial Advisor, General Partner, Managing Partner
- CRD
- #1574194
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $337,921,423 | $640,003 |
| Non-Discretionary | $0 | -- |
| Total | $337,921,423 | $640,003 |
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Separately Managed Accounts
Total SMA Asset: $337,921,423
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $741,616,746 | 13.1% |
| Equity - Exchange | $2,066,336,734 | 36.5% |
| Cash | $1,845,550,069 | 32.6% |
| U.S. Government/Agency | $1,007,692,983 | 17.8% |
| Total | $5,661,196,532 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION PIONEER | MOMENTUM PIONEER | GBFYI2H21 | LMW | 5.64% | $55,131,045 |
| HARBOR RIDGE PIONEER | ATLAS VALUE | 63Z5SUHOU | LYYWM | 0.90% | $75,724,087 |
| ZENITH GLACIER | MERIDIAN HARBOR | ZC61C21L2 | KMXQ | 12.05% | $106,660,796 |
| HORIZON HARBOR TIMBER | HARBOR EMBER | 7CXNV6WBZ | MPWC | 1.00% | $90,019,228 |
| CAPITAL EAGLE | FRONTIER SUMMIT | CWC0XRQA0 | SMKRD | 1.91% | $39,477,752 |
| MERIDIAN HARBOR | GLACIER BEACON | 2O88000AZ | FJEGE | 8.08% | $50,028,558 |
| LEGACY CAPITAL FUSION | OAK OPTIMA | 2OWAYSCX5 | DZKN | 6.72% | $71,428,453 |
| INSIGHT BEACON | LEGACY PIONEER | 8MC07XD2W | ORJ | 10.98% | $59,720,703 |