BSW Wealth Partners

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Trust Score 98%
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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 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: September 21st, 2019. Data source: SEC filings.

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Firm Information


Feature Value
Rank (United States) 16 / 7,646
Top Advisors View Advisors
Minimum Investment $1,000,000
Average Client Balance $3,635,175
Dually-Registered 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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