{
  "crd_number": 107485,
  "slug": "bsw-wealth-partners-boulder-co-107485",
  "primary_business_name": "BSW WEALTH PARTNERS",
  "legal_name": "BSW WEALTH PARTNERS, INC., A  PUBLIC BENEFIT CORPORATION",
  "dbas": [
    "BSW WEALTH PARTNERS",
    "BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION"
  ],
  "city": "Boulder",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "14500",
  "metro": {
    "cbsa_code": "14500",
    "common_name": "Boulder",
    "msa_name": "Boulder, CO",
    "path": "/advisors/co/boulder"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1994-01-03",
  "years_registered": 32,
  "period": "2026-10-01",
  "filing_date": "2026-05-08",
  "carried_forward": false,
  "raum_total": 2240104568.0,
  "raum_discretionary": 2167146313.0,
  "raum_non_discretionary": 72958255.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 27,
  "advisory_employees": 20,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 25844619.0,
      "count": 9
    },
    "individuals": {
      "raum": 82028115.0,
      "count": 146
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 11429987.0,
      "count": 7
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 2105180803.0,
      "count": 330
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 15621044.0,
      "count": 9
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "DC",
    "FL",
    "HI",
    "IA",
    "MA",
    "MD",
    "MT",
    "NC",
    "NE",
    "NM",
    "NY",
    "OR",
    "SD",
    "TX",
    "UT",
    "WA"
  ],
  "websites": [
    "https://bsw.com",
    "https://instagram.com/BSWWEALTHPARTNERS",
    "https://linkedin.com/COMPANY/BSW-WEALTH-PARTNERS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107485",
  "city_as_filed": "BOULDER",
  "url": "https://advisorcensus.com/firm/bsw-wealth-partners-boulder-co-107485",
  "display_name": "BSW Wealth Partners",
  "summary": "BSW Wealth Partners is an SEC-registered investment advisory firm in Boulder, CO, registered since 1994, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 8, 2026.",
  "citation": "AdvisorCensus. BSW Wealth Partners (CRD 107485): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is BSW Wealth Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), BSW Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is BSW Wealth Partners located?",
      "a": "BSW Wealth Partners' principal office is in Boulder, CO, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is BSW Wealth Partners registered with the SEC or a state?",
      "a": "BSW Wealth Partners is an SEC-registered investment advisory firm, registered since 1994. Status as filed: Approved. CRD 107485."
    },
    {
      "q": "How much does BSW Wealth Partners manage?",
      "a": "BSW Wealth Partners reports $2,240,104,568 in regulatory assets under management in its Form ADV filing dated May 8, 2026 (97% discretionary)."
    },
    {
      "q": "How have BSW Wealth Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for BSW Wealth Partners: Regulatory assets under management: $1,516,032,079 in the October 2021 data and $2,240,104,568 in the October 2026 data, up 48%. Total employees: 26 in October 2021 and 27 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does BSW Wealth Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (330); individuals (other than high net worth individuals) (146); charitable organizations (9)."
    },
    {
      "q": "Which custodians does BSW Wealth Partners use?",
      "a": "BSW Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does BSW Wealth Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107485"
    },
    {
      "q": "Does BSW Wealth Partners state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated May 8, 2026 says: \"BSW does not have a required minimum account size though, as indicated previously in Item 5 – Fees and Compensation, BSW does have a minimum quarterly fee, which may be waived or reduced at BSW’s sole discretion.\""
    },
    {
      "q": "What changed in BSW Wealth Partners' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $1,978,314,852 to $2,240,104,568 (+13%). Registered or notice-filed in MT, WA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1516032079.0,
      "total_employees": 26,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1743871704.0,
      "total_employees": 29,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1624159003.0,
      "total_employees": 30,
      "filing_date": "2023-09-12"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1837419076.0,
      "total_employees": 29,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1978314852.0,
      "total_employees": 29,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2240104568.0,
      "total_employees": 27,
      "filing_date": "2026-05-08"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,978,314,852 to $2,240,104,568 (+13%).",
        "Registered or notice-filed in MT, WA."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in VA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 8, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "BSW does not have a required minimum account size though, as indicated previously in Item 5 – Fees and Compensation, BSW does have a minimum quarterly fee, which may be waived or reduced at BSW’s sole discretion."
        ]
      }
    ],
    "quotes": [
      "BSW does not have a required minimum account size though, as indicated previously in Item 5 – Fees and Compensation, BSW does have a minimum quarterly fee, which may be waived or reduced at BSW’s sole discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bsw-wealth-partners-boulder-co-107485.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 146,
      "fewer_than_5": false,
      "raum": 82028115.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 330,
      "fewer_than_5": false,
      "raum": 2105180803.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 11429987.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 9,
      "fewer_than_5": false,
      "raum": 25844619.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 9,
      "fewer_than_5": false,
      "raum": 15621044.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107485",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}