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| BSW Wealth Partners Inc A Public Benefit Corporation
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|---|---|
| CRD # | 107485 |
| SEC # | 801-45532 |
| CIK # | 0001512601 |
| AUM | $2.2 B (2026-05-08) |
| Employees | 27 (74% Investors, 0% Brokers) |
| Phone | 303-444-9696 |
| Address | 2300 Broadway Street Boulder, CO 80304 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 31.9 | ||
| Nvidia Corp | 12.6 | ||
| iShares Comex Gold Trust | 10.8 | ||
| Trimble Navigation Ltd /CA/ | 10.8 | ||
| Alphabet Inc | 10.2 | ||
| Amazon Com Inc | 6.7 | ||
| Alphabet Inc | 6.6 | ||
| Microsoft Corp | 5.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 146 | 0.1 |
| (b) Individuals (high net worth individuals) | 330 | 2.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 0.0 |
| (h) Charitable organizations | 9 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,876 | 2.2 |
| By Discretionary | ||
| Discretionary | 3,791 | 2.2 |
| Non-Discretionary | 85 | 0.1 |
| Total | 3,876 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 3,876 | 2.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001512601] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rather & Kittrell Inc
✚
|
TN | 2.3 |
|
Pacific Income Advisers Inc
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|
CA | 2.2 |
|
J Stern & Co LLP
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|
2.2 | |
|
Arbion Limited
✚
|
2.2 | |
|
Koss-Olinger Consulting LLC
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|
FL | 2.2 |
|
Heritage Investment Group Inc
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|
FL | 2.2 |
|
Human Investing LLC
✚
|
OR | 2.2 |
|
Wealthquest Corporation
✚
|
OH | 2.2 |
|
Aristotle Atlantic Partners LLC
✚
|
FL | 2.2 |
|
Riverfront Investment Group LLC
✚
|
VA | 2.2 |