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BSW WEALTH PARTNERS
BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION
CRD 107485 · SEC 801-45532
2300 BROADWAY STREET, BOULDER, CO, 80304, United States
Phone
303-444-9696
Fax
303-444-8585
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.24B
Discretionary AUM
$2.17B
Team
27 total employees; 20 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; TRAVEL REIMBURSEMENT
Org form
Other (specify)
Filing date
2026-05-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers1. TAX & ESTATE PLANNING COORDINATION 2. DIVERSIFICATION PLANNING 3. EMPLOYEE STOCK OPTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 146 | $82.0M |
| High net worth individuals | 330 | $2.11B |
| Pension/profit sharing plans | 7 | $11.4M |
| Charitable organizations | 9 | $25.8M |
| Corporations/business entities | 9 | $15.6M |
States served
CA, CO, DC, IA, MD, MA, MT, NE, NM, NY, NC, OR, UT, WA, TX, HI, FL, SD
All web addresses on file
Official SEC filing: View on IAPD