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Matthew Vernon Samek

BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION·BOULDER, Colorado
Series 65Clean record14 years registeredBSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION
2300 BROADWAY STREET, BOULDER, CO 80304CRD# 5407687Firm CRD# 107485

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Vernon Samek · BOULDER, CO
Registration
CRD #5407687 · BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION · 14 years registered
Brand Profile
Not yet started
01

Career History

BSW WEALTH PARTNERS
Apr 2012 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 24, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION
CRD 107485 · SEC 801-45532
AUM
$1.8B
Regulatory assets under management
Employees
29
3,752 client accounts
Services offered by BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION →
Introduction

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05

Frequently Asked Questions

What services does Matthew Vernon Samek offer?
Matthew Vernon Samek specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOULDER, Colorado for a consultation.
What are Matthew Vernon Samek's credentials?
Matthew Vernon Samek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Vernon Samek located?
Matthew Vernon Samek is based in BOULDER, Colorado, working with BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION. Their office serves clients in the BOULDER metropolitan area and surrounding communities.
How does Matthew Vernon Samek charge for services?
Matthew Vernon Samek's firm is compensated through percentage of aum, hourly charges, subscription fees, other: travel reimbursement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION?
BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION has approximately 29 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION

Benjamin Rein Weaver
BOULDER, CO
David Curran Wolf
BOULDER, CO
Drew Stanford Simon
BOULDER, CO
Julie D Martinez
BOULDER, CO
CFP
Timothy Raymond Wojtalik
BOULDER, CO
Elias Peter Bachmann
BOULDER, CO

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