DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Boulder Investment Group

Former SEC-registered adviserOverland Park, KansasCRD 147809SEC 801-110679IAPD
Legal name Boulder Wealth Management, LLC
Latest filing Aug 26, 2020
First filing on the tape Mar 23, 2012 · 20 filings
RAUM
$42.7M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$42.4M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$42.7M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$42.7M as of Mar 30, 2020
Mar 23, 2012$60.9M then
HNW client RAUM$31.7M as of Mar 30, 2020
Mar 30, 2018$33.6M then
State-registered IARs (5.B.3)2 as of Mar 30, 2020
Mar 23, 20120 then
Employees (5.A)2 as of Mar 30, 2020
Mar 30, 20184 then
Private funds: no history
RAUM -75% over the last fiscal yearIARs 3 to 2
Practice profile
derived from the filing of Aug 26, 2020; every figure names its basis
RAUM per advisor
$42.7MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
105derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$931,495derivedHNW RAUM over HNW clients
Average account
$403,100derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
-75%derivedbetween the last two annual amendments
Advisor growth, one year
-33%derivedItem 5.B.3 between annual amendments
Client growth, one year
+5.0%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$31.7M74%
  • Individuals$10.7M25%
  • Charitable organizations$350,9210.8%
Individual clients
71reported
HNW clients
34reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
106reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
1 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Paul Gerard WiederholtCertified Financial PlannerOverland Park, KsJul 21, 200830 y2
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Gerard Paul Wiederholt · Member/Chief Compliance Officercontrol
    since 05/2008 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Overland Park, Ks · principal100
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Advisory activities · 2 to 3
    May 11, 2020 to May 27, 2020
  • Accounts · 118 to 106
    Mar 9, 2020 to Mar 30, 2020
  • Advisory employees · 3 to 2
    Mar 9, 2020 to Mar 30, 2020
  • Advisory activities · 4 to 2
    Mar 9, 2020 to Mar 30, 2020
  • HNW clients · 36 to 34
    Mar 9, 2020 to Mar 30, 2020
  • Individual clients · 64 to 71
    Mar 9, 2020 to Mar 30, 2020
  • Pension plan clients · 17.0 to unset
    Mar 9, 2020 to Mar 30, 2020
  • Employees · 3 to 2
    Mar 9, 2020 to Mar 30, 2020
  • State-registered IARs · 3 to 2
    Mar 9, 2020 to Mar 30, 2020
  • Discretionary RAUM · $38.5M to $42.7M
    Mar 9, 2020 to Mar 30, 2020
  • HNW RAUM · $28.6M to $31.7M
    Mar 9, 2020 to Mar 30, 2020
  • Individual RAUM · $9.7M to $10.7M
    Mar 9, 2020 to Mar 30, 2020
  • Non-discretionary RAUM · $133M to $0
    Mar 9, 2020 to Mar 30, 2020
  • Pension RAUM · 132700000.0 to unset
    Mar 9, 2020 to Mar 30, 2020
  • RAUM · $171M to $42.7M
    Mar 9, 2020 to Mar 30, 2020
  • Accounts · 238 to 118
    Dec 14, 2018 to Mar 27, 2019
  • HNW clients · 32 to 36
    Dec 14, 2018 to Mar 27, 2019
  • Individual clients · 58 to 64
    Dec 14, 2018 to Mar 27, 2019
  • Pension plan clients · 14 to 17
    Dec 14, 2018 to Mar 27, 2019
  • Employees · 4 to 3
    Dec 14, 2018 to Mar 27, 2019
  • Discretionary RAUM · $41.5M to $38.5M
    Dec 14, 2018 to Mar 27, 2019
  • HNW RAUM · $33.6M to $28.6M
    Dec 14, 2018 to Mar 27, 2019
  • Individual RAUM · $7.6M to $9.7M
    Dec 14, 2018 to Mar 27, 2019
  • Non-discretionary RAUM · $144M to $133M
    Dec 14, 2018 to Mar 27, 2019
  • Pension RAUM · $144M to $133M
    Dec 14, 2018 to Mar 27, 2019
  • RAUM · $185M to $171M
    Dec 14, 2018 to Mar 27, 2019
  • Accounts · 214 to 238
    Jun 14, 2017 to Mar 30, 2018
  • HNW clients · unset to 32.0
    Jun 14, 2017 to Mar 30, 2018
  • Individual clients · unset to 58.0
    Jun 14, 2017 to Mar 30, 2018
  • Pension plan clients · unset to 14.0
    Jun 14, 2017 to Mar 30, 2018
  • Other offices · unset to 0.0
    Jun 14, 2017 to Mar 30, 2018
  • Discretionary RAUM · $36.7M to $41.5M
    Jun 14, 2017 to Mar 30, 2018
  • HNW RAUM · unset to 33615845.0
    Jun 14, 2017 to Mar 30, 2018
  • Individual RAUM · unset to 7576606.0
    Jun 14, 2017 to Mar 30, 2018
  • Non-discretionary RAUM · $94.8M to $144M
    Jun 14, 2017 to Mar 30, 2018
  • Pension RAUM · unset to 143700000.0
    Jun 14, 2017 to Mar 30, 2018
  • RAUM · $132M to $185M
    Jun 14, 2017 to Mar 30, 2018
  • Accounts · 572 to 214
    Jun 28, 2012 to May 19, 2017
  • Advisory employees · unset to 3.0
    Jun 28, 2012 to May 19, 2017
  • BD registered reps · unset to 0.0
    Jun 28, 2012 to May 19, 2017
Signals
3 dated events
  • Suzanne E Wallace left Boulder Investment Group for Copper Financial (registered 2025-05-29)
    May 30, 2025 · Advisor changed firm · fact
  • Boulder Investment Group reported RAUM $42.7M, down 75% from $171.2M (2020-03-09 to 2020-03-30)
    Mar 30, 2020 · RAUM change · derived
  • Boulder Investment Group filed its initial SEC registration (Form ADV)
    May 19, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Website
BOULDERKC.COMreportedpublic record, Form ADV, Sep 18, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
$42.7Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026