Bok Financial Private Wealth, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 26, 2026, reports $3.7B in regulatory assets under management, 37 employees, 8 offices, and 2,402 accounts.
Assets Under Management
$3.7B
Employees
37
Offices
8 offices
Total Clients
818
Primary office
DENVER, CO
1600 BROADWAY, 4TH FLOOR, DENVER, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.6% of total clients.
Top client categories% of clientsClients
1
HNWI
50.6%
414
2
Individuals
39.5%
323
3
Corporations
6.2%
51
4
Charitable
2.9%
24
5
Pension Plans
0.6%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.7Bas of March 26, 2026
Discretionary98.8%
$3.7B
99% of total RAUM98.8%
Non-discretionary1.2%
$46M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.7B
Total Accounts2,402
10Y AUM Change+$1.6B (+75.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees37
Clients per Employee22:1
10Y Employee Change+7 (+23.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.