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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 122 clients, or 122 clients per representative. That equates to $402.0K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on July 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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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
SMA allocation detail is available
Flatirons Wealth Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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