BSW Wealth Partners, Inc., A Public Benefit provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, business succession planning, education planning, estate planning, family office services, philanthropic planning, retirement plan services, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
BSW Wealth Partners, Inc., A Public Benefit reports 501 clients. They include 330 high-net-worth individuals, 146 individual clients and 9 charitable organizations. Of its assets, 96.7% ($2.17B across 3,791 accounts) are managed with discretion; $73M across 85 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 29% | 4% |
| High-net-worth individuals | 66% | 94% |
| Pension and profit-sharing plans | 1% | <1% |
| Charitable organizations | 2% | 1% |
| Corporations and other businesses | 2% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 146 | $82M | 3.7% | $562K |
| High-net-worth individuals | 330 | $2.11B | 94.0% | $6.38M |
| Pension and profit-sharing plans | 7 | $11.4M | 0.5% | $1.63M |
| Charitable organizations | 9 | $25.8M | 1.2% | $2.87M |
| Corporations and other businesses | 9 | $15.6M | 0.7% | $1.74M |
| Total | 501 | $2.24B | 100% | $4.47M |
- Clients
- 146
- Regulatory AUM
- $82M
- AUM share
- 3.7%
- Avg. per client
- $562K
- Clients
- 330
- Regulatory AUM
- $2.11B
- AUM share
- 94.0%
- Avg. per client
- $6.38M
- Clients
- 7
- Regulatory AUM
- $11.4M
- AUM share
- 0.5%
- Avg. per client
- $1.63M
- Clients
- 9
- Regulatory AUM
- $25.8M
- AUM share
- 1.2%
- Avg. per client
- $2.87M
- Clients
- 9
- Regulatory AUM
- $15.6M
- AUM share
- 0.7%
- Avg. per client
- $1.74M
Total
- Clients
- 501
- Regulatory AUM
- $2.24B
- AUM share
- 100%
- Avg. per client
- $4.47M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
BSW Wealth Partners, Inc., A Public Benefit charges 0.50%–1.00% a year for its Wealth Management and Private Clients. Each asset band is charged at its own rate. The fee is negotiable. The brochure also prices 4 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$3M | 1.00% |
| $3M–$5M | 0.75% |
| $5M and above | 0.50% |
Fee details and sources
Other fees
- Account reporting for unsupervised assets
- Annual fee of $200 per account if the data is priced manually, or $75 per account if fed automatically to BSW.
- Financial planning for corporate executives
- Packaged consulting on a fixed fee, generally $7,500 to $25,000 a year, depending on the number of executives and scope; negotiable.
- Held Away Assets administration and reporting
- Annual fee of 0.40% of the value of Held Away Assets for administrative, reporting, aggregation and coordination services.
- Hourly services outside an advisory agreement
- Hourly billing rate generally between $1,500 and $3,000 per hour.
David Wolf owns 25% to 50% of BSW Wealth Partners, Inc., A Public Benefit. The leadership team of BSW Wealth Partners, Inc., A Public Benefit includes Chief Compliance Officer Nicole Murphey. It has 27 employees, 20 of them in advisory roles.
Staff
- 27 employees
- 20 in advisory functions
- 20 state-registered reps
- 1 soliciting firm
- Owns 25% to 50% of BSW Wealth Partners, Inc., A Public Benefit Corporation
David Wolf
Control person · since January 2007
- Owns 10% to 25% of BSW Wealth Partners, Inc., A Public Benefit Corporation
Benjamin Weaver
Control person · since January 2000
- Owns 5% to 10% of BSW Wealth Partners, Inc., A Public Benefit Corporation
Drew Simon
Control person · since January 1994
- Owns 5% to 10% of BSW Wealth Partners, Inc., A Public Benefit Corporation
Debi Baydush
Control person · since January 1994
- Owns 5% to 10% of BSW Wealth Partners, Inc., A Public Benefit Corporation
Raliegh Riddoch
Control person · since January 2014
- Owns 5% to 10% of BSW Wealth Partners, Inc., A Public Benefit Corporation
Matthew Samek
Control person · since January 2016
- Owns 5% to 10% of BSW Wealth Partners, Inc., A Public Benefit Corporation
Timothy Wojtalik
Control person · since January 2016
- Owns 5% to 10% of BSW Wealth Partners, Inc., A Public Benefit Corporation
Julie Martinez
Control person · since January 2019
BSW Wealth Partners, Inc., A Public Benefit’s regulatory assets grew from $1.52B (March 2021) to $2.24B (May 2026); clients rose from 349 to 501 and employees were 27 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $2.24B | 501 | 27 | 2 |
| Mar 2025March 2025 | $1.98B | 440 | 29 | 2 |
| Mar 2024March 2024 | $1.84B | 416 | 29 | 2 |
| Mar 2023March 2023 | $1.62B | 406 | 30 | 2 |
| Mar 2022March 2022 | $1.74B | 390 | 29 | 2 |
| Mar 2021March 2021 | $1.52B | 349 | 26 | 2 |
Besides its headquarters, BSW Wealth Partners, Inc., A Public Benefit has 1 office, with 2 listed addresses in 1 state.
Colorado · 2 listed addresses
- 2300 Broadway Street, BoulderHQ
- 383 Inverness Pkwy., Ste. 405, Englewood
Other business names
BSW Wealth Partners, Inc., A Public Benefit has reported 2 other business names to the SEC.
- BSW Wealth Partners
- BSW Wealth Partners, Inc., A Public Benefit Corporation
Contact and registration details
- Legal name
- BSW Wealth Partners, Inc., A Public Benefit Corporation
- Headquarters
- 2300 Broadway Street, Boulder, CO 80304
- Website
- bsw.com
- Phone
- 303-444-9696
- @bsw-wealth-partners
- SEC file
- 801-45532
- Founded
- 1992
- Structure
- Colorado other (specify)
- Fiscal year end
- December
BSW Wealth Partners, Inc., A Public Benefit’s named custodians for separately managed accounts are Charles Schwab ($1.44B, 81%) and Fidelity ($331M, 19%). BSW Wealth Partners, Inc., A Public Benefit has custody of $488M for 288 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $331M19%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.44B81%
At year end, BSW Wealth Partners, Inc., A Public Benefit’s separately managed accounts were largely in stocks (42%) and bonds (28%). Its reported 13F holdings for the quarter ended 30 June 2026 total $899M across 331 positions; the largest are iShares TR (14.7%), American Centy ETF TR (5.9%) and American Centy ETF TR (5.1%).
What the accounts hold
- Stocks42%
- Funds12%
- Bonds28%
- Cash2%
- Other16%
- Private investments such as private equity, direct real estate equity and direct real estate debt.16%
How many clients does BSW Wealth Partners, Inc., A Public Benefit have?
BSW Wealth Partners, Inc., A Public Benefit has 501 clients and manages $2.24 billion for them, as of May 2026. They include 330 high-net-worth individuals, 146 individual clients and 9 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 May 2026
What services does BSW Wealth Partners, Inc., A Public Benefit offer?
BSW Wealth Partners, Inc., A Public Benefit provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, business succession planning, education planning, estate planning, family office services, philanthropic planning, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does BSW Wealth Partners, Inc., A Public Benefit charge?
BSW Wealth Partners, Inc., A Public Benefit charges 0.50%–1.00% a year for its Wealth Management and Private Clients. Each asset band is charged at its own rate. The fee is negotiable.
Which custodians does BSW Wealth Partners, Inc., A Public Benefit use?
BSW Wealth Partners, Inc., A Public Benefit’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.44B and Fidelity Brokerage Services LLC (Smithfield, RI), with $331M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 May 2026
How many financial advisors does BSW Wealth Partners, Inc., A Public Benefit have?
BSW Wealth Partners, Inc., A Public Benefit has 20 investment adviser representatives registered with state securities authorities, out of 27 employees, and 20 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does BSW Wealth Partners, Inc., A Public Benefit invest in?
At the end of its last fiscal year, BSW Wealth Partners, Inc., A Public Benefit’s separately managed accounts held 42% exchange-traded equities, 28% state and local bonds, 16% other, 12% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents. The 16% other category is described as: Private Investments Such As Private Equity, Direct Real Estate Equity and Direct Real Estate Debt.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns BSW Wealth Partners, Inc., A Public Benefit?
BSW Wealth Partners, Inc., A Public Benefit’s direct owners are Drew Simon, Debi Baydush, Benjamin Weaver, David Wolf, Raliegh Riddoch, Matthew Samek, Timothy Wojtalik and Julie Martinez, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 8 May 2026
How does BSW Wealth Partners, Inc., A Public Benefit get paid?
BSW Wealth Partners, Inc., A Public Benefit is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact BSW Wealth Partners, Inc., A Public Benefit?
BSW Wealth Partners, Inc., A Public Benefit’s main office is at 2300 Broadway Street, Boulder, CO 80304. Its phone number is 303-444-9696. Its website is bsw.com.