Private Market View

BSW WEALTH PARTNERS

Other · BOULDER, CO

AUM
Portfolio companies
Recorded deals
Last investment

Key facts

  • BSW WEALTH PARTNERS is a other based in BOULDER, CO.

Registered with the SEC

Form ADV · 2026-03 · CRD 107485
Regulatory AUM
Private fund assets
Private funds
Staff
27
Registered office
BOULDER, CO
SEC status
Approved

Reports custody of client assets.

Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION).

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Portfolio

Portfolio — not yet on record

No portfolio companies for BSW WEALTH PARTNERS are on record yet. Positions surface from round participations, filings, and coverage.

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