BSW Wealth Partners Review


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BSW Wealth Partners, federally registered in 1994, is a Registered Investment Advisor (RIA) in 9 state(s) with a licensed staff of 14 advisors. BSW Wealth Partners manages $951.0 million and provides investment advisory services for 262 clients (1:19 advisor/client ratio).

BSW Wealth Partners requires a $1,000,000 minimum investment.

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Managed Investing


Feature Value
Minimum Investment $1,000,000
Average Account AUM $3,629,884
Hybrid Advisor No
Disciplinary History No
Total AUM $951.0 million
Advisor / Client Ratio 1:19
Headquarters Boulder, CO
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