BSW Wealth Partners

Is this your firm? Verify your profile

Trust Score 98%
Trust Score  info_outline

BSW Wealth Partners, federally registered in 1994, is a Registered Investment Advisor (RIA) in 10 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.

Last updated: November 11th, 2019. Data source: SEC filings.


View More keyboard_arrow_down


View More keyboard_arrow_down

Download PDF

Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Top Advisor Benjamin Rein Weaver
Avg Advisor Trust Score 97
Avg Advisor Years Registered 8
Minimum Investment $1,000,000
Average Client Balance $3,635,175
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, NM, NY, OR, TX

Questions & Answers

Get answers about BSW Wealth Partners

Ask a question question_answer