Investment adviser · CRD 107485
BSW WEALTH PARTNERS
Investment adviser filing (IA)
BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION
BOULDER, CO, United States · Form ADV filed May 8, 2026
- Regulatory AUM
- $2.24B Form ADV · Item 5.F
- Client accounts
- 3,876 Accounts, not individual clients
- Employees
- 27 Reported in this filing
- Advisory professionals
- 20 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 330 | $2,105,180,803 | 94.0% |
| Individuals | 146 | $82,028,115 | 3.7% |
| Charities | 9 | $25,844,619 | 1.2% |
| Corporations & businesses | 9 | $15,621,044 | 0.7% |
| Retirement plans | 7 | $11,429,987 | 0.5% |
Filing source
Form ADV 2104376 · May 8, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 8, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2300 BROADWAY STREETBOULDER, CO, 80304, United States
CRD 107485
Filing source
Form ADV 2104376 · May 8, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.