Financial ServicesDaily Money ManagementActiveVerified

Summit Financial Advocates

BRADLEY DONALD BOULLEAR, Registered Agent

Summit Financial Advocates LLC provides daily money management services, handling everyday financial tasks for clients. The business is based in Boulder, Colorado, as indicated by the LLC filing address. The website emphasizes personalized service and is run by Bradley B., who appears as the contact person.

Filed January 15, 2026 · Boulder, CO · Boulder County

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Source

Colorado Secretary of State · Entity 20261054119 · Retrieved June 13, 2026

View the official record ›JSON record ›

About Summit Financial Advocates

Summit Financial Advocates LLC filed in Colorado on January 15, 2026, with a principal address in Boulder. Owner Bradley Donald Boullear filed personally as the registered agent. The company's domain was registered three days before the filing, on January 12, 2026, through NameCheap. DayOneLead first saw the business 149 days after filing, on June 13, 2026. No annual report or EIN on file yet. The website, built with a website builder, matched the filing's name and address. We estimate annual revenue under $100,000 and 1 to 5 employees, with an online-only footprint.

  • Domain registered three days before the Colorado filing date.
  • Owner filed personally as the registered agent.
  • First seen by DayOneLead 149 days after filing.
  • Website built with a website builder and identity confirmed.
  • We estimate revenue under $100,000 and 1 to 5 employees.

Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.

One of 435 new businesses registered in Boulder in January 2026, one of 4 financial services businesses.

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Filing Details

Entity NameSummit Financial Advocates LLC
Entity TypeLLC
Entity Number20261054119
Filing DateJanuary 15, 2026
Principal AddressLocked
City / State / ZipBoulder, CO 80304
CountyBoulder
TimezoneMountain (MT)
EIN on FileNo
Registered AgentBRADLEY DONALD BOULLEAR
Agent AddressLocked
Filed ViaSelf-filed (owner is the registered agent)
WebsiteYes · domain registered 3 days before filing · registrar NameCheap
Website BuildModern · Website Builder
Annual ReportNot yet filed
Estimated Revenue<$100K (estimate)
Estimated Employees1-5 (estimate)
FootprintOnline only (estimate)
First Recorded by DayOneLeadJune 13, 2026 (149 days after filing)

Verified Business Profile

SubcategoryDaily Money Management

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
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Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
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Frequently Asked Questions

When was Summit Financial Advocates registered?

Summit Financial Advocates was registered as LLC on January 15, 2026 in Colorado.

Where is Summit Financial Advocates located?

Summit Financial Advocates is based in Boulder, CO, 80304, in Boulder County.

What type of business is Summit Financial Advocates?

Summit Financial Advocates is classified as a financial services business (daily money management).

Does Summit Financial Advocates have an EIN on file?

No EIN was found on file for Summit Financial Advocates at the time of registration.

Who Sells to This Business

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