BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION

BSW WEALTH PARTNERS
BOULDER, Colorado·9 registered advisors·CRD# 107485
SEC# 801-455321303-444-9696
01

Firm Overview

AUM
$1.8B
Regulatory assets under management
Employees
29
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: TRAVEL REIMBURSEMENT
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION

9 registered advisors
Benjamin Rein Weaver
BOULDER, Colorado
David Curran Wolf
BOULDER, Colorado
Debi Cecil Baydush
BOULDER, Colorado
Drew Stanford Simon
BOULDER, Colorado
Elias Peter Bachmann
BOULDER, Colorado
Julie D Martinez
BOULDER, Colorado
Matthew Vernon Samek
BOULDER, Colorado
Raliegh Darin Riddoch
BOULDER, Colorado
Timothy Raymond Wojtalik
BOULDER, Colorado
05

Office Locations

BOULDER, Colorado
9 advisors

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Data sourced from SEC Form ADV filings. BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION (CRD# 107485) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.