Boulder Asset Management is an SEC registered investment adviser organized as a corporation with a primary office location in Englewood, CO. Its latest Form ADV filing, dated March 28, 2025, reports $426M in regulatory assets under management, 4 employees, and 178 accounts.
Assets Under Management
$426M
Employees
4
Offices
--
Total Clients
66
Primary office
ENGLEWOOD, CO
9785 MAROON CIRCLE, SUITE 130, ENGLEWOOD, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
66
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$426Mas of March 28, 2025
Discretionary100.0%
$426M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$426M
Total Accounts178
10Y AUM Change$-24M (-5.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee17:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.