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BOK FINANCIAL PRIVATE WEALTH, INC.

DENVER, CO · CRD 106733 · IAPD ↗ · bokfinancialprivatewealth.com · 303-539-0100

$3.72BRegulatory AUM
23Advisory reps
37Employees
0Clients
51-100Planning clients
0Private funds
22States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

74
April 2026 — BOK FINANCIAL PRIVATE WEALTH, INC. grew from 19 to 23 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — BOK FINANCIAL PRIVATE WEALTH, INC. added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
June 2024 — BOK FINANCIAL PRIVATE WEALTH, INC. notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — BOK FINANCIAL PRIVATE WEALTH, INC. added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.