Wealth manager, independent · Boulder, CO
BSW Wealth Partners
BSW Wealth Partners, Inc., A Public Benefit Corporation · SEC-registered investment adviser · CRD 107485 · SEC 801-45532
At a glance
BSW Wealth Partners is an SEC-registered investment adviser based in Boulder, Colorado, with $2.2B in regulatory assets under management as of its Form ADV filed May 8, 2026. It reports 476 individual clients, 330 of them high-net-worth, holding an average of about $4.6 million each, and 27 employees. That ranks it 498th among the nation’s 5,657 independent wealth management RIAs and 9th of 177 in Colorado. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 303-444-9696bsw.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.2B
- Rank among independent wealth managers
- #498 of 5,657
- Rank among all SEC RIAs
- #3,400 of 17,210
- Rank in Colorado
- #9 of 177
- Individual clients
- 476
- High-net-worth clients
- 330
- Accounts
- 3,876
- Discretionary
- 97% of AUM
- Employees
- 27
- Advisory staff
- 20
- Offices
- 2
Owners and executives on its Form ADV
- Drew S. SimonOfficer
- Debi C. BaydushOfficer
- Benjamin R. WeaverOfficer
- David C. WolfOfficer
- Raliegh D. RiddochOfficer
- Matthew V. SamekOfficer
- Timothy R. WojtalikOfficer
- Nicole L. MurpheyChief Compliance Officer
- Julie D MartinezOfficer
Custody and brokerage
Broker-dealer
No broker-dealer ties
BSW Wealth Partners reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 330 | $2.1B | 94% |
| Individuals | 146 | $82M | 4% |
| Charitable organizations | 9 | $26M | 1% |
| Corporations or other businesses | 9 | $16M | <1% |
| Pension and profit sharing plans | 7 | $11M | <1% |
Disciplinary disclosures
BSW Wealth Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗bsw.com ↗
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The full record on BSW Wealth Partners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,781 peers of its type and size
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- Owners and executives, with titles and stakes
- 9 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Colorado
All of Colorado →| Firm | Regulatory AUM | Clients |
|---|---|---|
| BOK Financial Private Wealth, Inc.Denver | $3.7B | 737 |
| GHP Investment Advisors IncDenver | $3.1B | 1,226 |
| Obermeyer Wealth PartnersAspen | $3.0B | 1,115 |
| PCM Encore, LLCAspen | $2.0B | 175 |
| Cherry Creek Family OfficesDenver | $2.0B | 20 |
| Nilsine Partners, LLCGreenwood Village | $1.9B | 540 |
Background
Questions
How much does BSW Wealth Partners manage?
BSW Wealth Partners reports $2.2B in regulatory assets under management across 3,876 accounts, 97% of it on a discretionary basis, on its Form ADV filed May 8, 2026.
How many clients does BSW Wealth Partners have?
It reports 476 individual clients: 330 high-net-worth individuals and 146 other individuals. Individuals account for about 98% of its regulatory assets.
Where is BSW Wealth Partners headquartered?
Its main office is in Boulder, Colorado. It reports 2 offices in total and 27 employees, 20 of whom perform investment advisory functions.
How does BSW Wealth Partners charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees; other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does BSW Wealth Partners use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed May 8, 2026, it reports these amounts held: Charles Schwab ($1.4B); Fidelity ($331M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is BSW Wealth Partners a hybrid RIA with a broker-dealer?
BSW Wealth Partners reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is BSW Wealth Partners a fiduciary?
As an SEC-registered investment adviser, BSW Wealth Partners owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is BSW Wealth Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-08), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →