Bsw Wealth Partners LLC is a large advisory firm based in Boulder. It manages $1.07 billion of regulatory assets for 2,550 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Colorado, Hawaii, and 5 other states.
Bsw Wealth Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and 1. tax & estate planning coordination 2. diversification planning 3. employee stock options. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bsw Wealth Partners LLC is $1.07 billion. The firm's AUM has grown by 94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bsw Wealth Partners LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Bsw Wealth Partners is high net worth individuals with 200 clients and $984.29 million of assets under management. Among the 10 most similar advisory firms, Bsw Wealth Partners has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.07 billion for 295 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Bsw Wealth Partners doesn't advise any private funds.
The company employs 21 people that are either part- or full-time employees. 81 percent of the employees work as investment advisers or researchers. 16 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Bsw Wealth Partners LLC performs its advisory services is located at 2336 Pearl Street, Boulder, CO 80302, which is also the mailing address of the firm. An additional office of the firm is in Englewood, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-444-9696 or by fax 303-444-8585. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at bsw.com.