Flatirons Wealth Management

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

4450 Arapahoe Ave Ste 100, Boulder, Colo...

Phone Number

(720) 446-6093

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Flatirons Wealth Management

Flatirons Wealth Management is a fee-only financial planning and wealth management firm based in Boulder, Colorado, providing tailored financial planning and investment advice to clients in the Boulder, Lafayette, Louisville, Superior, Erie, Longmont, and Denver areas. They cater to a diverse clientele, including recent graduates, working professionals, entrepreneurs, small business owners, and retirees, helping them navigate their financial journeys. The firm emphasizes personalized services to meet the specific needs and life stages of their clients. As a registered investment adviser, they offer advisory services in Colorado and other jurisdictions, ensuring compliance with local regulations.Explore more
Flatirons Wealth Management's Social MediaPopular SearchesFlatirons Wealth ManagementFlatirons Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Flatirons Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Flatirons Wealth Manageme...

<$5M
1-10
Private
-
2018
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
1-10
Private
-
2016
WB
William BeezleyPrincipal and Investment Advisor
<$5M
1-10
Private
-
2014
JT
James TaylorManaging Member & Financial Advisor
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Flatirons Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Flatirons Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Flatirons Wealth Management.

Flatirons Wealth Management Tech Stack

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Frequently Asked Questions Regarding Flatirons Wealth Management

What is Flatirons Wealth Management's official website?
Flatirons Wealth Management's official website is www.flatironswm.com
What is Flatirons Wealth Management's Revenue?
Flatirons Wealth Management's revenue is <$5 Million
What is Flatirons Wealth Management's SIC code?
Flatirons Wealth Management's SIC: 62,628
What is Flatirons Wealth Management's NAICS code?
Flatirons Wealth Management's NAICS: 52,523
How many employees does Flatirons Wealth Management have?
Flatirons Wealth Management has 1-10 employees
What industry does Flatirons Wealth Management belong to?
Flatirons Wealth Management is in the industry of: Finance, Securities Trading
What is Flatirons Wealth Management competition?
Flatirons Wealth Management top competitors include: HFG Wealth Management, Core Wealth Management, Sterling Total Wealth Solutions, Olympic Financial Advisors
What technology does Flatirons Wealth Management use?
Some of the popular technologies that Flatirons Wealth Management uses are: Sentry, Google Cloud Web Serving, Google Cloud Platform, F5 BIG-IP Platform
How do I contact Flatirons Wealth Management?
Flatirons Wealth Management contact info: Phone number: (720) 446-6093 Website: www.flatironswm.com
What does Flatirons Wealth Management do?

Flatirons Wealth Management is a fee-only financial planning and wealth management firm based in Boulder, Colorado, providing tailored financial planning and investment advice to clients in the Boulder, Lafayette, Louisville, Superior, Erie, Longmont, and Denver areas. They cater to a diverse clientele, including recent graduates, working professio... nals, entrepreneurs, small business owners, and retirees, helping them navigate their financial journeys. The firm emphasizes personalized services to meet the specific needs and life stages of their clients. As a registered investment adviser, they offer advisory services in Colorado and other jurisdictions, ensuring compliance with local regulations.Read More

What are Flatirons Wealth Management social media links?
Flatirons Wealth Management Linkedin page
Is Flatirons Wealth Management a public company?
Flatirons Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Flatirons Wealth Management

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