RIA Intel›Advisers›Colorado›BW FINANCIAL LLC

BW FINANCIAL LLC

Advisory

CO

Data as of Mar 16, 2026 · Source: SEC Form ADV

Average account

$404K

across 77 accounts

AUM per adviser

$31M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$31M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$31M

Discretionary AUM$31M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients25

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

25 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

SKIHAWK CAPITAL PARTNERS, LLC

COLORADO SPRINGS, CO

$31M

NEW LIGHT FINANCIAL LLC

$31M

NEW PATH CAPITAL ADVISORS

$31M

EVERGREEN INVESTING, LLC

$31M

$31M

ADVENTURE WEALTH ADVISORS, LLC

$31M

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