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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

BOULDER INVESTMENT GROUP

BOULDER WEALTH MANAGEMENT, LLC, CRD 147809

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d6f095fc-7d06-1f62-bdfa-3d0264d6818a

Data as of Aug 26, 2020 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 3
On other graphs: 0
Observed: Mar 23, 2012 to Aug 26, 2020
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $42.7MItem 5.F on the latest filing (2020-08-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $42.7M
Private client RAUM: $42.4MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $42.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 106
Individual clients: 71
High net worth clients: 34
SEC number: 801-110679
CRD: 147809
Filings on the tape: 20
First filed: Mar 23, 2012
Latest filed: Aug 26, 2020
Organised: Limited Liability Company, Kansas

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PAUL GERARD WIEDERHOLT	Certified Financial Planner	OVERLAND PARK, KS	18	30	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WIEDERHOLT, PAUL, GERARD	MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	05/2008	Mar 23, 2012	Aug 26, 2020

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Mar 30, 2020	$42.7M	$42.7M	2	2	0	n/a	n/a
2018	Mar 27, 2019	$171M	$38.5M	3	3	0	n/a	n/a
2017	Mar 30, 2018	$185M	$41.5M	4	3	0	n/a	n/a
2011	Mar 23, 2012	$60.9M	$60.9M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$42.7M	$171M	-75.0%	n/a	n/a	2	3	0	0

Relationships

Controls (1)

← WIEDERHOLT, PAUL, GERARDOwnerMEMBER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 23, 2012 to presentfactForm ADV

Registered with (9)

← PAUL GERARD WIEDERHOLTAdvisorregistration: current employment
Jul 21, 2008 to presentfactForm ADV
← Suzanne E WallaceAdvisorregistration: previous registration
Mar 8, 2022 to May 30, 2025factForm ADV
← JAMES DAVID FAIRAdvisorregistration: previous registration
Nov 21, 2011 to Nov 18, 2020factForm ADV
← TROY LATON REDSTONEAdvisorregistration: previous registration
Jun 21, 2013 to Aug 20, 2019factForm ADV
← MARC A WILBORNAdvisorregistration: previous registration
Oct 23, 2008 to Jul 31, 2014factForm ADV
← ROBERT BROOK MENEESAdvisorregistration: previous registration
Nov 20, 2009 to Mar 31, 2014factForm ADV
← SAMUEL RICHARD MELLINGERAdvisorregistration: previous registration
Jul 21, 2008 to Feb 25, 2011factForm ADV
← Zachary Thomas OmansonAdvisorregistration: previous registration
Jul 8, 2010 to Feb 25, 2011factForm ADV
← Glen Thomas OmansonAdvisorregistration: previous registration
Jul 8, 2010 to Feb 25, 2011factForm ADV

Dated events

Occurred
May 30, 2025
Advisor changed firm
Suzanne E Wallace left Boulder Investment Group for Copper Financial (registered 2025-05-29)
Form ADVobserved 3 days ago
Occurred
Mar 30, 2020
Regulatory AUM changed
Boulder Investment Group reported RAUM $42.7M, down 75% from $171.2M (2020-03-09 to 2020-03-30)
Form ADVobserved 3 days ago
$-128M
Occurred
May 19, 2017
First Form ADV filing
Boulder Investment Group filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d6f095fc-7d06-1f62-bdfa-3d0264d6818a
First observed: Mar 23, 2012
Last observed: Aug 26, 2020 73 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BOULDER INVESTMENT GROUP

BOULDER WEALTH MANAGEMENT, LLC, CRD 147809

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d6f095fc-7d06-1f62-bdfa-3d0264d6818a

Data as of Aug 26, 2020 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:02 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PAUL GERARD WIEDERHOLT

Certified Financial Planner

OVERLAND PARK, KS

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WIEDERHOLT, PAUL, GERARD

MEMBER/CHIEF COMPLIANCE OFFICER

yes

05/2008

Mar 23, 2012

Aug 26, 2020

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 30, 2020

$42.7M

n/a

2018

Mar 27, 2019

$171M

$38.5M

n/a

2017

Mar 30, 2018

$185M

$41.5M

n/a

2011

Mar 23, 2012

$60.9M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$42.7M

$171M

-75.0%

n/a