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BSW WEALTH PARTNERS

2300 Broadway Street
Boulder, Colorado 80304
Tel: 303-444-9696

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About BSW WEALTH PARTNERS

BSW WEALTH PARTNERS, formally registered with the SEC as BSW WEALTH PARTNERS. The firm was established in 01/03/1994. They have over 2 offices throughout the country.

BSW WEALTH PARTNERS is a Boulder, Colorado based Financial Planning firm with nearly $1,837,419,076 assets under management, offering retirement planning & investment advisory services to 3752 clients. The firm is staffed with 29 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107485
SEC#801-45532
Assets Managed by Firm$1,837,419,076
No. of Clients3752
No. of Advisors29

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (TRAVEL REIMBURSEMENT)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (1. TAX & ESTATE PLANNING COORDINATION 2. DIVERSIFICATION PLANNING 3. EMPLOYEE STOCK OPTIONS)

Firm Client Information

No. of ClientsAUM
Firm Total3752$1,837,419,076
Individuals (other than high net worth individuals)89$49,081,830
High net worth individuals302$1,742,762,433
Pension and profit sharing plans11$14,001,501
Charitable organizations7$23,472,061
Corporations or other businesses7$8,101,251

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