BSW Wealth Partners Inc A Public Benefit Corporation

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
BSW Wealth Partners Inc A Public Benefit Corporation
CRD #107485
SEC #801-45532
CIK #0001512601
AUM $1.8 BB (2024-03-27)
Employees 29 (72% Investors, 0% Brokers)
Phone303-444-9696
Address2300 Broadway Street
Boulder, CO 80304
Source [IAPD] [EDGAR] [Website] [Twitter] [Instagram]
Total AUM ($MM)
19001520114076038002001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 21.2
NVDA 399,550.0 8.2
MSFT 1,918,222.4 7.8
IAU 6.5
AMZN 1,092,997.8 5.6
PG 338,108.9 4.6
GOOG 1,482,566.4 4.2
 
 
 
 
Holdings by Sector ($MM)
70056042028014002013201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 89 49.1
(b) Individuals (high net worth individuals) 302 1,742.8
(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 11 14.0
(h) Charitable organizations 7 23.5
(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 7 8.1
(n) Other 0 0.0
Total 3,752 1,837.4
By Discretionary
Discretionary 3,504 1,770.2
Non-Discretionary 248 67.2
Total 3,752 1,837.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,837.4
Total 3,752 1,837.4
EDGAR Form CIK 2011 - 2024
13F-HR [0001512601]
Comparable Firms State AUM ($BB)
Eighteen48 Partners Limited
1.9
Cullinan Associates Inc
KY 1.9
Manitou Investment Management Ltd
1.8
Kathmere Capital Management LLC
PA 1.8
BFC Planning Inc
IA 1.8
Full Sail Capital LLC
OK 1.8
Madison Avenue Securities LLC
CA 1.8
Redhawk Wealth Advisors Inc
MN 1.8
DDD Partners LLC
WA 1.8
Granite FO LLC
NH 1.8
Terms | Privacy | Guide
tony@aum13f.com