# Flatirons Wealth Management

Flatirons Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/flatirons-wealth-management

## Regulatory record

- **CRD number:** 297720
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297720

## About

Flatirons Wealth Management is an independent, fee-only, wealth management firm serving the financial planning and investment management needs of investors on the Front Range of Colorado. As a responsible fiduciary, we act with care, prudence and due diligence when acting on behalf of our clients. Emphasis is placed on keeping costs low and serving clients equitably.

## Questions

### What services does Flatirons Wealth Management provide?

The firm provides comprehensive wealth management services including portfolio construction, tax strategy, estate planning, and intergenerational transfer planning. It acts as a fiduciary under the Investment Advisers Act of 1940.

### Where is Flatirons Wealth Management located?

The firm is based in the Boulder, Colorado area. Additional office locations are not publicly confirmed.

### What is the investment philosophy at Flatirons Wealth Management?

Flatirons emphasizes customized, tax-aware portfolio management. The firm uses a strategic asset allocation framework tailored to each client's goals, combining public securities and alternative investments.

## Related profiles

- [Malvern Ridge Wealth Management](https://altss.com/profile/malvern-ridge-wealth-management)
- [Wilson Wealth Stewardship](https://altss.com/profile/wilson-wealth-stewardship)

---

Last updated: 2026-07-06T01:24:16.694Z

Canonical page: https://altss.com/profile/flatirons-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology