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BSW WEALTH PARTNERS
BOULDER, CO
303-444-9696
SEC #801-45532Total AUM
$2.2B
Employees
27Clients
501Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2300 BROADWAY STREET
BOULDER
CO 80304
United States
BOULDER
CO 80304
United States
Operating Hours
8AM - 5PM
Monday - Friday
Monday - Friday
Phone
303-444-9696
Other Offices
1
Financials
Total AUM
$2.2B
Accounts
3,876Discretionary
$2.2B
Accounts
3,791Non-Discretionary
$73M
Accounts
85
Clients
Individual Clients
146AUM
$82M
HNW Individual Clients
330AUM
$2.1B
Pension/Profit Sharing Plan Clients
7AUM
$11.4M
Charitable Organization Clients
9AUM
$25.8M
Corporation or Business Clients
9AUM
$15.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
1. TAX & ESTATE PLANNING COORDINATION 2. DIVERSIFICATION PLANNING 3. EMPLOYEE STOCK OPTIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
TRAVEL REIMBURSEMENT
Compliance
Disclosures
None reported
State Registrations
CACODCFLHIIAMAMDMTNCNMNYORSDTXUTWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.