Boulder Wealth Management, Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 147809 · SEC file 801-110679 · Overland Park, KS · www.facebook.com

☆ Save with Pro ADV data as of Mar 25, 2026

Regulatory AUM: $72.1M
Discretionary: $72.1M
Clients: 144
Avg AUM / client: $501K
Accounts: 311
Employees: 3

AUM over time

$42.7M $185M

Dec 2011 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 25, 2026

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	109	$21.2M	29.4%
High net worth individuals	35	$50.1M	69.5%
Charitable organizations	Fewer than 5 clients	$816K	1.13%

People (1)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Paul Gerard Wiederholt	Member/Chief Compliance Officer	CFP	May 2008 (18y)	75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	03/25/2026	1.11 MB	View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

Regulatory · Item 11.D(2) as of Aug 26, 2020

Allegations: BOULDER VIOLATED SECTION 409.4.403(A), RSMO. (CUM.SUPP.2009) AND SECTION 409.4.403(D), RSMO.(CUM.SUPP.2009) WHEN IT TRANSACTED BUSINESS IN THE STATE OF MISSOURI AS AN INVESTMENT ADVISER WITHOUT BEING REGISTERED, OR EXEMPT FROM REGISTRATION UNDER THE SECURITIES ACT. Status: Final Sanction Detail: PAID $2,500 ON 4-14-2010, AND $2,500 ON 5-17-2010. Summary: ACTION STATUS IS "FINAL".

Disclosure text reproduced verbatim from the firm's own Form ADV filings.

How they charge

• Percentage of assets under management

Services

• Financial planning services
• Portfolio management for individuals/small businesses

Custody

Reported custodians

LPL Financial $70.8M (98% of AUM) Mar 2026
Reliance Trust Company $51.8M (30% of AUM) Mar 2020
Tiaa Cref Trust Company, Fsb $49.0M (29% of AUM) Mar 2020

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.

View current Form ADV (SEC/IAPD) ↗