| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Rein Weaver Control | Officer | 10-25% | 2000 |
| David Curran Wolf Control | Officer | 25-50% | 2007 |
| Debi Cecil Baydush Control | Officer | 5-10% | 1994 |
Bsw Wealth Partners, Inc., a Public Benefit Corporation reports $2 billion in regulatory assets under management on its Form ADV.
Bsw Wealth Partners, Inc., a Public Benefit Corporation reports 29 employees.
Bsw Wealth Partners, Inc., a Public Benefit Corporation is based in Boulder, CO and has been SEC-registered since 1994.
Bsw Wealth Partners, Inc., a Public Benefit Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2300 Broadway Street, Boulder, CO 80304 |
| Phone | 303-444-9696 |
| Fax | 303-444-8585 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1512601 |
| Discloses disciplinary history | No |
| Discretionary | $1.96B |
| Non-discretionary | $21M |
| Total (RAUM) | $1.98B |