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| Happy Holidays!! thanks for using AUM13F!! |
| BOK Financial Private Wealth Inc
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|---|---|
| CRD # | 106733 |
| SEC # | 801-51401 |
| CIK # | 0001317348 |
| AUM | $3.2 B (2025-06-17) |
| Employees | 33 (58% Investors, 36% Brokers) |
| Phone | 303-539-0100 |
| Address | 1600 Broadway Denver, CO 80202 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.6 | ||
| Amazon Com Inc | 8.0 | ||
| Broadcom Inc | 7.7 | ||
| Microsoft Corp | 7.3 | ||
| Alphabet Inc | 6.2 | ||
| J P Morgan Chase & Co | 5.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 297 | 0.1 |
| (b) Individuals (high net worth individuals) | 381 | 2.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 0.0 |
| (h) Charitable organizations | 15 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 34 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,179 | 3.2 |
| By Discretionary | ||
| Discretionary | 2,141 | 3.1 |
| Non-Discretionary | 38 | 0.0 |
| Total | 2,179 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 2,179 | 3.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001317348] | |
| SC 13G | [0001317348] |
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|---|---|---|
|
The Welch Group LLC
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AL | 3.2 |
|
Diversify Advisory Services LLC
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UT | 3.2 |
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Pallas Capital Advisors LLC
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3.2 | |
|
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CA | 3.2 |
|
Biltmore Family Office LLC
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|
NC | 3.2 |