Bsw Wealth Partners, Inc., a Public Benefit Corporation
● SEC registered since 1994CRD 107485SEC# 801-45532Boulder, CO
Reg. AUM
$2.24B
Employees
27
Accounts
3,876
Location
Boulder, CO
Bsw Wealth Partners, Inc., a Public Benefit Corporation assets under management
Bsw Wealth Partners, Inc., a Public Benefit Corporation is an investment advisory firm registered with the SEC based in Boulder, CO. The firm has been registered since 1994. It reports $2.2 billion in regulatory assets under management and employs 27 people.
Bsw Wealth Partners, Inc., a Public Benefit Corporation owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Rein Weaver Control | Officer | 10-25% | 2000 |
| David Curran Wolf Control | Officer | 25-50% | 2007 |
| Debi Cecil Baydush Control | Officer | 5-10% | 1994 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Bsw Wealth Partners, Inc., a Public Benefit Corporation manage?
Bsw Wealth Partners, Inc., a Public Benefit Corporation reports $2.2 billion in regulatory assets under management on its Form ADV.
How many employees does Bsw Wealth Partners, Inc., a Public Benefit Corporation have?
Bsw Wealth Partners, Inc., a Public Benefit Corporation reports 27 employees.
Where is Bsw Wealth Partners, Inc., a Public Benefit Corporation located?
Bsw Wealth Partners, Inc., a Public Benefit Corporation is based in Boulder, CO and has been SEC-registered since 1994.
Does Bsw Wealth Partners, Inc., a Public Benefit Corporation disclose fund performance?
Bsw Wealth Partners, Inc., a Public Benefit Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2300 Broadway Street, Boulder, CO 80304 |
| Phone | 303-444-9696 |
| Fax | 303-444-8585 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1512601 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.24B▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$2.24Bregulatory AUM
Discretionary $2.17BNon-discretionary $73M