BSW Wealth Partners Review

Trust Score 98%
Trust Score info_outline

Last updated: July 21st, 2019. Data source: SEC filings.

BSW Wealth Partners, federally registered in 1994, is a Registered Investment Advisor (RIA) in 9 state(s) with a licensed staff of 16 advisors. BSW Wealth Partners manages $1.1 billion and provides investment advisory services for 295 clients (1:19 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $3,635,175
Hybrid Advisor No
Disciplinary History No
Total AUM $1.1 billion
Advisor / Client Ratio 1:19
Headquarters Boulder, CO
SEC Filings Forms and Brochures    (CRD # 107485)
State(s) Registered CA, CO, FL, HI, MA, NJ, NY, OR, TX

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