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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-06-2018
- Office Locations
- 1
Office Locations
About Flatirons Wealth Management
Flatirons Wealth Management is a Boulder, CO fee-only RIA providing personalized financial planning and investment management for clients across key life stages—from recent graduates and working professionals to entrepreneurs/small business owners and retirees. Portfolios are built primarily with publicly traded funds and ETFs and tailored to individual goals and workplace benefits. Custodied at Charles Schwab.
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Owner & Executives
STEVEN JOSEPH ZAKELJ
Certified Financial Planner, Chief Compliance Officer
- CRD
- #5643580
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,040,128 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,040,128 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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