BSW WEALTH PARTNERS

RIASEC RegisteredEst. 1994
Total AUM
$2.2B
Discretionary
$2.2B
97% of AUM
Avg account
$578K
Accounts
3,876
Employees
27
Advisory reps
23

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 is an independent, individually owned RIA that has been SEC-registered since 1994. The firm serves both high-net-worth individuals and families as well as institutional and business clients, offering financial planning, portfolio management for individuals and businesses, and the selection of third‑party advisers. BSW functions as a capital allocator, blending discretionary portfolio management with fee arrangements that can include AUM-based, hourly, and fixed-fee engagements. The firm identifies as an active ESG investor and was named to the Financial Times’ Top 300 RIA Firms list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 42%, State & Local Bonds 28%, Other 16%, Public Funds/Mutual Funds 12%, Cash & Cash Equivalents 2%42%
  • Exchange Traded Equities42%
  • State & Local Bonds28%
  • Other16%
  • Public Funds/Mutual Funds12%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 3

  • MATTHEW SAMEK

    COOCRD 5407687

  • DAVID WOLF

    CEOCRD 5283794

  • NICOLE MURPHEY

    Chief Compliance OfficerCRD 5885361

Contacts

3 of 20

  • KATHERINE ST ONGE

    Director of InvestmentsCRD 5392813

  • Dmitry Popov

    Portfolio ManagerCRD 7654863

  • DEBI BAYDUSH

    FounderCRD 1122457

Unlock 17 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 89

Active vs passive

$580M in ETFs

Passive

75%

$437M

Active

23%

$143M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$119M182,56820.57%
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Location

Primary office

BOULDER, CO

BOULDER

Location

BOULDER, CO

Headquartered in BOULDER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
BOULDER
Address
2300 Broadway St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth