Managing Partner, Chief Compliance Officer · Boulder Wealth Advisors, LLC
Michael W. Hake
CRD 5141809 · Named on Form ADV at one SEC-registered adviser
At a glance
Boulder Wealth Advisors, LLC, an SEC-registered wealth manager based in Boulder, CO with $338 million in regulatory assets, lists Michael W. Hake on its Form ADV as Managing Partner, Chief Compliance Officer, a control person.
Firms and roles
- Boulder Wealth Advisors, LLCManaging Partner, Chief Compliance OfficerWealth manager · Boulder, CO · $338M in regulatory assets
AtlasMembers
Michael’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Gary R. ShirmanManaging Partner, Boulder Wealth Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.