Bsw Wealth Partners

Financial planning in Boulder, CO

SEC registeredNo commissions reported

Call (303) 444-9696 Send a message Map ↗

Public-record details

Address: 2300 Broadway Street, Boulder, CO 80304
Phone: (303) 444-9696
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
Legal name: Bsw Wealth Partners, INC., a Public Benefit Corporation
CRD number: 107485
Registration: SEC registered since 1994-01-03
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees; Other (Travel Reimbursement)
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management: $2.2 billion
Accounts managed: 3,876
Clients reported (Form ADV 5.D): 501
Individual / high-net-worth clients: 146 / 330
Employees: 27
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-05-08

SEC registered investment adviser, CRD 107485, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 107485 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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