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BOK FINANCIAL PRIVATE WEALTH, INC.
CRD 106733 · SEC 801-51401
1600 BROADWAY, 4TH FLOOR, DENVER, CO, 80202, United States
Phone
303-539-0100
Fax
303-539-0101
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.72B
Discretionary AUM
$3.68B
Team
37 total employees; 23 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 323 | $148.7M |
| High net worth individuals | 414 | $2.93B |
| Investment companies | 1 | $5.5M |
| Pension/profit sharing plans | 5 | $11.2M |
| Charitable organizations | 24 | $166.7M |
| Corporations/business entities | 51 | $459.1M |
States served
AZ, AR, CA, CO, IL, LA, MD, MI, NE, NV, NY, NC, OH, OK, SC, TN, UT, WY, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD