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| BOK Financial Private Wealth Inc
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|---|---|
| CRD # | 106733 |
| SEC # | 801-51401 |
| CIK # | 0001317348 |
| AUM | 3,721.6 M (2026-03-26) |
| Employees | 37 (62% Investors, 41% Brokers) |
| Fees | |
| Minimum | |
| Phone | 303-539-0100 |
| Address | 1600 Broadway Denver, CO 80202 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Gold Trust Micro | 52.8 | ||
| Apple Inc | 15.5 | ||
| Alphabet Inc | 9.5 | ||
| Broadcom Inc | 8.1 | ||
| Amazon Com Inc | 7.4 | ||
| SPDR Gold Trust | 5.8 | ||
| iShares Comex Gold Trust | 5.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 323 | 0.1 |
| (b) Individuals (high net worth individuals) | 414 | 2.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.0 |
| (h) Charitable organizations | 24 | 0.2 |
| (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 | 51 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,402 | 3.7 |
| By Discretionary | ||
| Discretionary | 2,365 | 3.7 |
| Non-Discretionary | 37 | 0.0 |
| Total | 2,402 | 3.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.7 | |
| Total | 2,402 | 3.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001317348] | |
| SC 13G | [0001317348] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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|
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|
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|
Mozaic LLC
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