BSW Wealth Partners

RIASEC RegisteredEst. 1994

Total AUM

$2.2B

Discretionary

$2.2B

97% of AUM

Avg account

$578K

Accounts

3,876

Employees

Advisory reps

Firm details

Headquarters: Boulder, Colorado
CRD number: 107485
Registered since: January 3, 1994
Website: bsw.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI93.98%
Individuals3.66%
Charitable Organizations1.15%
Corporations / Businesses0.7%
Pension & Profit Sharing Plans0.51%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

BSW Wealth Partners operates as an independent registered investment adviser that has been SEC-registered since 1994 and is owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, and positions itself as a capital allocator—sourcing third-party managers in addition to providing direct portfolio management. Its advisory services include financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients, plus selection of other advisers. BSW reports an active approach to ESG investing and offers a mix of fee arrangements (percentage of AUM, hourly, fixed fees and other structures). BSW’s business model blends discretionary portfolio management with advisory and planning work, and the firm explicitly acts as an allocator to external managers where appropriate. The firm was recognized on the Financial Times’ Top 300 RIA list in 2020.