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BSW WEALTH PARTNERS

BOULDER, CO · CRD 107485 · IAPD ↗ · 303-444-9696

$2.24BRegulatory AUM
20Advisory reps
27Employees
0Clients
251-500Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — BSW WEALTH PARTNERS notice-filed in MT, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2025 — BSW WEALTH PARTNERS notice-filed in MD, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2024 — BSW WEALTH PARTNERS notice-filed in IA, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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