BSW WEALTH PARTNERS

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

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 Status	Approved
Firm CRD#	107485
SEC#	801-45532
Assets Managed by Firm	$1,837,419,076
No. of Clients	3752
No. of Advisors	29

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 Clients	AUM
Firm Total	3752	$1,837,419,076
Individuals (other than high net worth individuals)	89	$49,081,830
High net worth individuals	302	$1,742,762,433
Pension and profit sharing plans	11	$14,001,501
Charitable organizations	7	$23,472,061
Corporations or other businesses	7	$8,101,251

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