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BSW WEALTH PARTNERS
Legal name: BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION
CRD 107485File 801-45532
APPROVED
Retail clients
Custody
Filing as of May 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.24B
Top 25% of cohort (national)
Discretionary AUM
$2.17B
Non-discretionary $73.0M
Clients
501
3,876 accounts
Employees
27
Top 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 3, 1994
- Principal office
- 2300 BROADWAY STREET, BOULDER, CO, 80304
- Phone
- 303-444-9696
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.24B
- Discretionary AUM
- $2.17B
- Non-discretionary AUM
- $73.0M
- Discretionary accounts
- 3,791
- Non-discretionary accounts
- 85
- Total accounts
- 3,876
- AUM per client
- $4.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $15.6M |
| Charitable organizations | 9 | $25.8M |
| High net worth individuals | 330 | $2.11B |
| Pension and profit sharing plans | 7 | $11.4M |
| Individuals (other than high net worth individuals) | 146 | $82.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — TRAVEL REIMBURSEMENT
- A percentage of assets under your management
Advisory activities
- Other 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
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
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.