BSW Wealth Partners is an investment advisor in Boulder with $1.74 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
841447359
SEC advisor number
801-45532
FINRA CRD number
107485
AUM ?
$1.84 bn
(as of 27 Mar 24)
Accounts
3,752
(as of 27 Mar 24)
Employees
29
(21 investment advisory or research)
Address
BSW Wealth Partners
2336 PEARL STREET
BOULDER
CO 80302
2336 PEARL STREET
BOULDER
CO 80302
Phone
303-444-9696
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Apr 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22