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| Happy Holidays!! thanks for using AUM13F!! |
| BSW Wealth Partners Inc A Public Benefit Corporation
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| CRD # | 107485 |
| SEC # | 801-45532 |
| CIK # | 0001512601 |
| AUM | $2.0 B (2025-03-27) |
| Employees | 29 (69% Investors, 0% Brokers) |
| Phone | 303-444-9696 |
| Address | 2300 Broadway Street Boulder, CO 80304 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 19.9 | ||
| Nvidia Corp | 11.3 | ||
| iShares Comex Gold Trust | 9.6 | ||
| Microsoft Corp | 7.9 | ||
| Amazon Com Inc | 6.9 | ||
| Alphabet Inc | 5.0 | ||
| Holdings by Sector ($M) |
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 71.3 |
| (b) Individuals (high net worth individuals) | 308 | 1,863.8 |
| (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 | 7 | 11.6 |
| (h) Charitable organizations | 6 | 20.8 |
| (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 | 11 | 10.9 |
| (n) Other | 0 | 0.0 |
| Total | 3,785 | 1,978.3 |
| By Discretionary | ||
| Discretionary | 3,679 | 1,957.3 |
| Non-Discretionary | 106 | 21.0 |
| Total | 3,785 | 1,978.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,978.3 | |
| Total | 3,785 | 1,978.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001512601] |
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|---|---|---|
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W1M Wealth Management Limited
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2.0 | |
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