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BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION

Advisory

N·BOULDER, CO

Data as of May 8, 2026 · Source: SEC Form ADV

Total AUM
$2.2B
1-Year AUM Growth
+13.1%
3-Year CAGR
+6.6%
Employees
20
Assets Under Management
Total AUM$2.2B
Discretionary AUM$2.2B
Non-Discretionary AUM$73M
Discretionary %96.7%
Total Clients440
Team
Total Employees20
Investment Advisers27
Employee Growth (1Y)+5.0%
Filing History
Total Filings on Record48
First FilingFeb 27, 2001
Latest FilingMay 8, 2026
🔒 Full AUM trend chart and 48 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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