BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION
Doing business as BSW WEALTH PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$2,240,104,568
Discretionary
$2,167,146,313
Non-discretionary
$72,958,255
Firm details
- CRD number
- 107485
- SEC file number
- 801-45532
- Main office
- BOULDER, CO, United States
- Employees
- 27
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.