DB
David P. Bolenbaugh
BOLHAN WEALTH
GREENWOOD VILLAGE, CO 80111
CRD#: 8234461
Some features on this profile are disabled
DB
David Paul BolenbaughBOLHAN WEALTH
Professional summary
David Paul Bolenbaugh is a registered financial advisor currently at BOLHAN WEALTH located in Greenwood Village, Colorado.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. David has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view David Paul Bolenbaugh's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 31, 2026 - Present
BOLHAN WEALTH
Office #1: 5420 S Quebec St Ste 102, Greenwood Village, CO 80111RIA
CRD#: 341227
GREENWOOD VILLAGE, CO
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(3/31/2026)
Current Firm
BW
BOLHAN WEALTH
BOLHAN WEALTH | BOLHAN WEALTH LLC
CRD#: 341227 / SEC#:
Colorado
Registered Investment Advisory firm - (3/31/2026 Approved)Loading...
Contact information
Main Address
5420 S Quebec St Ste 102, Greenwood Village, CO 80111
Mailing Address
Phone number
(303) 727-1040
Established
Firm type
Fiscal year end
# of Employees
2
0
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
