# BSW Wealth Partners

> 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.

- CRD: 107485
- Filed as: BSW WEALTH PARTNERS
- Legal name: BSW Wealth Partners, Inc., a Public Benefit Corporation
- Also doing business as: BSW WEALTH PARTNERS, BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boulder, CO
- Filing period: October 2026
- Form ADV filing dated: May 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107485
- AdvisorCensus page: https://advisorcensus.com/firm/bsw-wealth-partners-boulder-co-107485

## Quick answers

**How is BSW Wealth Partners compensated?**
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.

**How much does BSW Wealth Partners charge?**
Its Form ADV Part 2A brochure dated May 8, 2026 states: Flat fee: $7,500 to $25,000 a year (Financial planning and consulting fees for packaged consulting service for…); Hourly rate: $1,500 to $3,000 an hour (Services outside of the scope of an investment advisory or consulting…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is BSW Wealth Partners located?**
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).

**Is BSW Wealth Partners registered with the SEC or a state?**
BSW Wealth Partners is an SEC-registered investment advisory firm, registered since 1994. Status as filed: Approved. CRD 107485.

**How much does BSW Wealth Partners manage?**
BSW Wealth Partners reports $2,240,104,568 in regulatory assets under management in its Form ADV filing dated May 8, 2026 (97% discretionary).

**How have BSW Wealth Partners' assets and staff changed since 2021?**
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.

**What types of clients does BSW Wealth Partners serve?**
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).

**Which custodians does BSW Wealth Partners use?**
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.

**Does BSW Wealth Partners report any disciplinary disclosures?**
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

**Does BSW Wealth Partners state an account minimum?**
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."

**What changed in BSW Wealth Partners' recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated May 8, 2026)

- Account minimum: None (the brochure says it may be waived or negotiated)

> 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.

- Flat fee: $7,500 to $25,000 a year (Financial planning and consulting fees for packaged consulting service for…)

> BSW’s financial planning and consulting fees are negotiable, but generally range from $7,500 to $25,000 annually on a fixed fee basis, depending upon the number of executives and the level and scope of the services(s) required.

- Hourly rate: $1,500 to $3,000 an hour (Services outside of the scope of an investment advisory or consulting…)

> Hourly Fee: When providing services outside of the scope of an investment advisory or consulting agreement, BSW may charge an hourly fee. BSW’s hourly billing rate is generally between $1,500 to $3,000 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,240,104,568
- Discretionary: $2,167,146,313
- Non-discretionary: $72,958,255

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 146 | $82,028,115 |
| High net worth individuals | 330 | $2,105,180,803 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $11,429,987 |
| Charitable organizations | 9 | $25,844,619 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 9 | $15,621,044 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1994 (32 years)
- Employees: 27 total, 20 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, DC, FL, HI, IA, MA, MD, MT, NC, NE, NM, NY, OR, SD, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Englewood, CO

### Websites listed on Form ADV (Item 1.I)
- bsw.com
- Instagram @BSWWEALTHPARTNERS
- LinkedIn @BSW-WEALTH-PARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,516,032,079 | 26 | March 31, 2021 |
| October 2022 | $1,743,871,704 | 29 | March 30, 2022 |
| October 2023 | $1,624,159,003 | 30 | September 12, 2023 |
| October 2024 | $1,837,419,076 | 29 | March 27, 2024 |
| October 2025 | $1,978,314,852 | 29 | March 27, 2025 |
| October 2026 | $2,240,104,568 | 27 | May 8, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,978,314,852 to $2,240,104,568 (+13%).
- Registered or notice-filed in MT, WA.

### January 2026
- No longer registered or notice-filed in VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BSW Wealth Partners (CRD 107485): Form ADV filing data as of October 2026.