BOK FINANCIAL PRIVATE WEALTH, INC.
CRD #106733 SEC #801-51401 DENVER, CO 303-539-0100
SEC Registered
Total AUM
$3.2B
Discretionary
$3.1B
Employees
33
Clients
101
Accounts
2,179
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $3.2B | $3.1B | $44.7M | 33 | 0 |
| May 2025 | $3.2B | $3.1B | $44.7M | 33 | 0 |
| May 2025 | $3.2B | $3.1B | $44.7M | 33 | 0 |
| Mar 2025 | $3.2B | $3.1B | $44.7M | 33 | 0 |
| May 2024 | $2.8B | $2.8B | $32.7M | 33 | 0 |
| Mar 2024 | $2.8B | $2.8B | $32.7M | 33 | 0 |
| Sep 2023 | $2.5B | $2.5B | $33.5M | 28 | 0 |
| Mar 2023 | $2.5B | $2.5B | $33.5M | 28 | 0 |
| Mar 2023 | $2.5B | $2.5B | $33.5M | 28 | 0 |
| Apr 2022 | $2.8B | $2.7B | $40.1M | 29 | 0 |
| Jan 2022 | $2.8B | $2.7B | $40.1M | 29 | 0 |
| Nov 2021 | $2.3B | $2.3B | $7.5M | 30 | 0 |
| Aug 2021 | $2.3B | $2.3B | $7.5M | 30 | 0 |
| Jun 2021 | $2.3B | $2.3B | $7.5M | 30 | 0 |
| Apr 2021 | $2.3B | $2.3B | $7.5M | 30 | 0 |
| Mar 2021 | $2.3B | $2.3B | $7.5M | 30 | 0 |
| Jun 2020 | $2.6B | $2.6B | $20.4M | 39 | 0 |
| May 2020 | $2.6B | $2.6B | $20.4M | 39 | 0 |
| Mar 2020 | $2.6B | $2.6B | $20.4M | 39 | 0 |
| Oct 2019 | $2.7B | $2.7B | $16.8M | 28 | 41 |
| Jul 2019 | $2.7B | $2.7B | $16.8M | 28 | 41 |
| Jun 2019 | $2.7B | $2.7B | $16.8M | 28 | 41 |
| Apr 2019 | $1.9B | $1.9B | $8.1M | 27 | 0 |
| Mar 2019 | $1.9B | $1.9B | $8.1M | 27 | 0 |
| Aug 2018 | $2.3B | $2.3B | $10.2M | 27 | 0 |
| Jun 2018 | $2.3B | $2.3B | $10.2M | 27 | 0 |
| Apr 2018 | $2.3B | $2.3B | $10.2M | 27 | 0 |
| Mar 2018 | $2.3B | $2.3B | $10.2M | 27 | 0 |
| Sep 2017 | $2.1B | $2.1B | $16.8M | 30 | 600 |
| Aug 2017 | $2.1B | $2.1B | $16.8M | 30 | 600 |
| Mar 2017 | $2.1B | $2.1B | $16.8M | 30 | 600 |
| Oct 2016 | $2.1B | $2.1B | $8.6M | 30 | 600 |
| Oct 2016 | $2.1B | $2.1B | $8.6M | 30 | 600 |
| Jul 2016 | $1.9B | $1.9B | $7.6M | 33 | 600 |
| Jul 2016 | $1.9B | $1.9B | $7.6M | 33 | 600 |
| Mar 2016 | $1.9B | $1.9B | $7.6M | 33 | 600 |
| Mar 2016 | $1.9B | $1.9B | $0 | 21 | 400 |
| Oct 2015 | $1.9B | $1.9B | $0 | 21 | 400 |
| Aug 2015 | $1.9B | $1.9B | $0 | 21 | 400 |
| Aug 2015 | $1.9B | $1.9B | $0 | 22 | 400 |
| May 2015 | $1.8B | $1.8B | $0 | 22 | 400 |
| Mar 2015 | $1.8B | $1.8B | $0 | 22 | 400 |
| Jan 2015 | $1.8B | $1.8B | $0 | 24 | 400 |
| Sep 2014 | $1.8B | $1.8B | $0 | 24 | 400 |
| Sep 2014 | $1.8B | $1.8B | $0 | 24 | 400 |
| Sep 2014 | $1.8B | $1.8B | $0 | 24 | 400 |
| Sep 2014 | $1.8B | $1.8B | $0 | 22 | 400 |
| Sep 2014 | $1.8B | $1.8B | $0 | 22 | 400 |
| Aug 2014 | $1.8B | $1.8B | $0 | 22 | 400 |
| Aug 2014 | $1.8B | $1.8B | $0 | 22 | 400 |
| Mar 2014 | $1.7B | $1.7B | $0 | 22 | 400 |
| Feb 2014 | $1.7B | $1.7B | $0 | 22 | 400 |
| Oct 2013 | $1.5B | $1.5B | $0 | 21 | 200 |
| Oct 2013 | $1.5B | $1.5B | $0 | 21 | 200 |
| Aug 2013 | $1.5B | $1.5B | $0 | 21 | 200 |
| Jul 2013 | $1.5B | $1.5B | $0 | 21 | 200 |
| Feb 2013 | $1.4B | $1.4B | $0 | 21 | 200 |
| Jan 2013 | $1.4B | $1.4B | $0 | 21 | 200 |
| Sep 2012 | $1.3B | $1.3B | $0 | 11 | 200 |
| Sep 2012 | $1.3B | $1.3B | $0 | 11 | 200 |
| Sep 2012 | $1.3B | $1.3B | $0 | 11 | 200 |
| Jul 2012 | $1.3B | $1.3B | $0 | 11 | 200 |
| Mar 2012 | $1.2B | $1.2B | $0 | 11 | 200 |
| Sep 2011 | $1.2B | $1.2B | $0 | -- | -- |
| Jul 2011 | $1.2B | $1.2B | $0 | -- | -- |
| May 2011 | $1.1B | $1.1B | $0 | -- | -- |
| Mar 2011 | $1.1B | $1.1B | $0 | -- | -- |
| Jan 2011 | $1.1B | $1.1B | $0 | -- | -- |
| Jan 2011 | $969.4M | $969.4M | $0 | -- | -- |
| Jan 2011 | $969.4M | $969.4M | $0 | -- | -- |
| Jul 2010 | $969.4M | $969.4M | $0 | -- | -- |
| Jan 2010 | $981.3M | $981.3M | $0 | -- | -- |
| Apr 2009 | $842.6M | $808M | $34.7M | -- | -- |
| Jan 2007 | $969.2M | $969.2M | $0 | -- | -- |
| Nov 2006 | $730.1M | $730.1M | $0 | -- | -- |
| Jan 2006 | $730.1M | $730.1M | $0 | -- | -- |
| May 2005 | $607.1M | $605.6M | $1.4M | -- | -- |
| Aug 2004 | $496.3M | $495.5M | $806.1K | 10 | -- |
| Jul 2004 | $49.6B | $49.5B | $80.6M | 10 | -- |
| Mar 2002 | $215.7M | $215.5M | $112.3K | 10 | -- |
| Jul 2001 | $172.4M | $172.1M | $243.8K | 5 | -- |
| Jun 2001 | $172.4M | $172.1M | $243.8K | 5 | -- |
| Jun 2001 | $172.4M | $172.1M | $243.8K | 5 | -- |
| May 2001 | $172.4M | $172.1M | $243.8K | 5 | -- |
DateJun 2025
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$44.7M
Employees33
Clients0
DateMay 2025
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$44.7M
Employees33
Clients0
DateMay 2025
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$44.7M
Employees33
Clients0
DateMar 2025
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$44.7M
Employees33
Clients0
DateMay 2024
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$32.7M
Employees33
Clients0
DateMar 2024
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$32.7M
Employees33
Clients0
DateSep 2023
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$33.5M
Employees28
Clients0
DateMar 2023
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$33.5M
Employees28
Clients0
DateMar 2023
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$33.5M
Employees28
Clients0
DateApr 2022
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$40.1M
Employees29
Clients0
DateJan 2022
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$40.1M
Employees29
Clients0
DateNov 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$7.5M
Employees30
Clients0
DateAug 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$7.5M
Employees30
Clients0
DateJun 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$7.5M
Employees30
Clients0
DateApr 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$7.5M
Employees30
Clients0
DateMar 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$7.5M
Employees30
Clients0
DateJun 2020
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$20.4M
Employees39
Clients0
DateMay 2020
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$20.4M
Employees39
Clients0
DateMar 2020
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$20.4M
Employees39
Clients0
DateOct 2019
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$16.8M
Employees28
Clients41
DateJul 2019
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$16.8M
Employees28
Clients41
DateJun 2019
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$16.8M
Employees28
Clients41
DateApr 2019
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$8.1M
Employees27
Clients0
DateMar 2019
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$8.1M
Employees27
Clients0
DateAug 2018
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$10.2M
Employees27
Clients0
DateJun 2018
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$10.2M
Employees27
Clients0
DateApr 2018
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$10.2M
Employees27
Clients0
DateMar 2018
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$10.2M
Employees27
Clients0
DateSep 2017
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$16.8M
Employees30
Clients600
DateAug 2017
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$16.8M
Employees30
Clients600
DateMar 2017
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$16.8M
Employees30
Clients600
DateOct 2016
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$8.6M
Employees30
Clients600
DateOct 2016
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$8.6M
Employees30
Clients600
DateJul 2016
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$7.6M
Employees33
Clients600
DateJul 2016
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$7.6M
Employees33
Clients600
DateMar 2016
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$7.6M
Employees33
Clients600
DateMar 2016
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees21
Clients400
DateOct 2015
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees21
Clients400
DateAug 2015
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees21
Clients400
DateAug 2015
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees22
Clients400
DateMay 2015
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees22
Clients400
DateMar 2015
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees22
Clients400
DateJan 2015
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees24
Clients400
DateSep 2014
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees24
Clients400
DateSep 2014
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees24
Clients400
DateSep 2014
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees24
Clients400
DateSep 2014
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees22
Clients400
DateSep 2014
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees22
Clients400
DateAug 2014
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees22
Clients400
DateAug 2014
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees22
Clients400
DateMar 2014
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees22
Clients400
DateFeb 2014
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees22
Clients400
DateOct 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees21
Clients200
DateOct 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees21
Clients200
DateAug 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees21
Clients200
DateJul 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees21
Clients200
DateFeb 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients200
DateJan 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients200
DateSep 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees11
Clients200
DateSep 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees11
Clients200
DateSep 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees11
Clients200
DateJul 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees11
Clients200
DateMar 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees11
Clients200
DateSep 2011
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--
DateJul 2011
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--
DateMay 2011
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$969.4M
Discretionary$969.4M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$969.4M
Discretionary$969.4M
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$969.4M
Discretionary$969.4M
Non-Disc.$0
Employees--
Clients--
DateJan 2010
Total AUM$981.3M
Discretionary$981.3M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$842.6M
Discretionary$808M
Non-Disc.$34.7M
Employees--
Clients--
DateJan 2007
Total AUM$969.2M
Discretionary$969.2M
Non-Disc.$0
Employees--
Clients--
DateNov 2006
Total AUM$730.1M
Discretionary$730.1M
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$730.1M
Discretionary$730.1M
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$607.1M
Discretionary$605.6M
Non-Disc.$1.4M
Employees--
Clients--
DateAug 2004
Total AUM$496.3M
Discretionary$495.5M
Non-Disc.$806.1K
Employees10
Clients--
DateJul 2004
Total AUM$49.6B
Discretionary$49.5B
Non-Disc.$80.6M
Employees10
Clients--
DateMar 2002
Total AUM$215.7M
Discretionary$215.5M
Non-Disc.$112.3K
Employees10
Clients--
DateJul 2001
Total AUM$172.4M
Discretionary$172.1M
Non-Disc.$243.8K
Employees5
Clients--
DateJun 2001
Total AUM$172.4M
Discretionary$172.1M
Non-Disc.$243.8K
Employees5
Clients--
DateJun 2001
Total AUM$172.4M
Discretionary$172.1M
Non-Disc.$243.8K
Employees5
Clients--
DateMay 2001
Total AUM$172.4M
Discretionary$172.1M
Non-Disc.$243.8K
Employees5
Clients--