Bsw Wealth Partners is an SEC registered investment adviser with a primary office location in Boulder, CO. Its latest Form ADV filing, dated March 31, 2026, reports $2.2B in regulatory assets under management, 27 employees, 1 office, and 3,876 accounts.
Top client segmentHNWI represent 65.9% of total clients.
Top client categories% of clientsClients
1
HNWI
65.9%
330
2
Individuals
29.1%
146
3
Charitable
1.8%
9
4
Corporations
1.8%
9
5
Pension Plans
1.4%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of March 31, 2026
Discretionary96.7%
$2.2B
97% of total RAUM96.7%
Non-discretionary3.3%
$73M
3% of total RAUM3.3%
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$2.2B
Total Accounts3,876
10Y AUM Change+$1.4B (+165.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees27
Clients per Employee19:1
10Y Employee Change+6 (+28.6%)
* 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.