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BOK FINANCIAL PRIVATE WEALTH, INC.
CRD 106733File 801-51401
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.72B
Top 25% of cohort (national)
Discretionary AUM
$3.68B
Non-discretionary $46.2M
Clients
818
2,402 accounts
Employees
37
Top 10% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 6, 1996
- Principal office
- 1600 BROADWAY, 4TH FLOOR, DENVER, CO, 80202
- Phone
- 303-539-0100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.72B
- Discretionary AUM
- $3.68B
- Non-discretionary AUM
- $46.2M
- Discretionary accounts
- 2,365
- Non-discretionary accounts
- 37
- Total accounts
- 2,402
- AUM per client
- $4.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 51 | $459.1M |
| Investment companies | 1 | $5.5M |
| Charitable organizations | 24 | $166.7M |
| High net worth individuals | 414 | $2.93B |
| Pension and profit sharing plans | 5 | $11.2M |
| Individuals (other than high net worth individuals) | 323 | $148.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.