BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION
Legal name: BSW WEALTH PARTNERS
CRD #107485 SEC #801-45532 BOULDER, CO 303-444-9696
SEC Registered
Total AUM
$2B
Discretionary
$2B
Employees
29
Clients
251
Accounts
3,785
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $2B | $2B | $21M | 29 | 0 |
| Mar 2025 | $2B | $2B | $21M | 29 | 0 |
| Mar 2024 | $1.8B | $1.8B | $67.2M | 29 | 0 |
| Sep 2023 | $1.6B | $1.6B | $43M | 30 | 0 |
| Mar 2023 | $1.6B | $1.6B | $43M | 30 | 0 |
| Mar 2022 | $1.7B | $1.7B | $28.8M | 29 | 0 |
| Mar 2021 | $1.5B | $1.5B | $7.5M | 26 | 0 |
| Oct 2020 | $1.2B | $1.2B | $7M | 26 | 0 |
| Jun 2020 | $1.2B | $1.2B | $7M | 26 | 0 |
| Mar 2020 | $1.2B | $1.2B | $7M | 27 | 0 |
| Oct 2019 | $1.1B | $1B | $49M | 21 | 0 |
| Oct 2019 | $1.1B | $1B | $49M | 21 | 0 |
| May 2019 | $1.1B | $1B | $49M | 21 | 0 |
| Mar 2019 | $1.1B | $1B | $49M | 21 | 0 |
| Mar 2018 | $951M | $919.2M | $31.8M | 20 | 2 |
| May 2017 | $843M | $811M | $32M | 21 | 200 |
| Apr 2017 | $843M | $811M | $32M | 21 | 200 |
| Mar 2017 | $843M | $811M | $32M | 21 | 200 |
| Jun 2016 | $781M | $750M | $31M | 21 | 200 |
| Mar 2016 | $781M | $750M | $31M | 21 | 200 |
| Mar 2015 | $797M | $769M | $28M | 16 | 200 |
| Dec 2014 | $804.7M | $779.2M | $25.5M | 15 | 200 |
| Jun 2014 | $804.7M | $779.2M | $25.5M | 15 | 200 |
| Mar 2014 | $804.7M | $779.2M | $25.5M | 15 | 200 |
| Mar 2013 | $736M | $721M | $15M | 15 | 200 |
| Jun 2012 | $675M | $665M | $10M | 11 | 200 |
| Mar 2012 | $675M | $665M | $10M | 11 | 200 |
| Feb 2012 | $635M | $626M | $9M | 11 | 200 |
| Aug 2011 | $635M | $626M | $9M | -- | -- |
| Sep 2010 | $552.7M | $550M | $2.7M | -- | -- |
| Apr 2010 | $552.7M | $550M | $2.7M | -- | -- |
| Mar 2009 | $560.6M | $560.6M | $0 | -- | -- |
| Mar 2008 | $420.1M | $420M | $60K | 10 | -- |
| Mar 2007 | $425M | $425M | $0 | 10 | -- |
| Mar 2006 | $360.4M | $360M | $400K | 10 | -- |
| Sep 2005 | $288M | $283M | $5M | 10 | -- |
| Sep 2005 | $288M | $283M | $5M | 10 | -- |
| Jun 2005 | $288M | $283M | $5M | 10 | -- |
| May 2004 | $220M | $215M | $5M | 10 | -- |
| Apr 2004 | $220M | $215M | $5M | 10 | -- |
DateAug 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$21M
Employees29
Clients0
DateMar 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$21M
Employees29
Clients0
DateMar 2024
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$67.2M
Employees29
Clients0
DateSep 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$43M
Employees30
Clients0
DateMar 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$43M
Employees30
Clients0
DateMar 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$28.8M
Employees29
Clients0
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$7.5M
Employees26
Clients0
DateOct 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$7M
Employees26
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$7M
Employees26
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$7M
Employees27
Clients0
DateOct 2019
Total AUM$1.1B
Discretionary$1B
Non-Disc.$49M
Employees21
Clients0
DateOct 2019
Total AUM$1.1B
Discretionary$1B
Non-Disc.$49M
Employees21
Clients0
DateMay 2019
Total AUM$1.1B
Discretionary$1B
Non-Disc.$49M
Employees21
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$1B
Non-Disc.$49M
Employees21
Clients0
DateMar 2018
Total AUM$951M
Discretionary$919.2M
Non-Disc.$31.8M
Employees20
Clients2
DateMay 2017
Total AUM$843M
Discretionary$811M
Non-Disc.$32M
Employees21
Clients200
DateApr 2017
Total AUM$843M
Discretionary$811M
Non-Disc.$32M
Employees21
Clients200
DateMar 2017
Total AUM$843M
Discretionary$811M
Non-Disc.$32M
Employees21
Clients200
DateJun 2016
Total AUM$781M
Discretionary$750M
Non-Disc.$31M
Employees21
Clients200
DateMar 2016
Total AUM$781M
Discretionary$750M
Non-Disc.$31M
Employees21
Clients200
DateMar 2015
Total AUM$797M
Discretionary$769M
Non-Disc.$28M
Employees16
Clients200
DateDec 2014
Total AUM$804.7M
Discretionary$779.2M
Non-Disc.$25.5M
Employees15
Clients200
DateJun 2014
Total AUM$804.7M
Discretionary$779.2M
Non-Disc.$25.5M
Employees15
Clients200
DateMar 2014
Total AUM$804.7M
Discretionary$779.2M
Non-Disc.$25.5M
Employees15
Clients200
DateMar 2013
Total AUM$736M
Discretionary$721M
Non-Disc.$15M
Employees15
Clients200
DateJun 2012
Total AUM$675M
Discretionary$665M
Non-Disc.$10M
Employees11
Clients200
DateMar 2012
Total AUM$675M
Discretionary$665M
Non-Disc.$10M
Employees11
Clients200
DateFeb 2012
Total AUM$635M
Discretionary$626M
Non-Disc.$9M
Employees11
Clients200
DateAug 2011
Total AUM$635M
Discretionary$626M
Non-Disc.$9M
Employees--
Clients--
DateSep 2010
Total AUM$552.7M
Discretionary$550M
Non-Disc.$2.7M
Employees--
Clients--
DateApr 2010
Total AUM$552.7M
Discretionary$550M
Non-Disc.$2.7M
Employees--
Clients--
DateMar 2009
Total AUM$560.6M
Discretionary$560.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$420.1M
Discretionary$420M
Non-Disc.$60K
Employees10
Clients--
DateMar 2007
Total AUM$425M
Discretionary$425M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$360.4M
Discretionary$360M
Non-Disc.$400K
Employees10
Clients--
DateSep 2005
Total AUM$288M
Discretionary$283M
Non-Disc.$5M
Employees10
Clients--
DateSep 2005
Total AUM$288M
Discretionary$283M
Non-Disc.$5M
Employees10
Clients--
DateJun 2005
Total AUM$288M
Discretionary$283M
Non-Disc.$5M
Employees10
Clients--
DateMay 2004
Total AUM$220M
Discretionary$215M
Non-Disc.$5M
Employees10
Clients--
DateApr 2004
Total AUM$220M
Discretionary$215M
Non-Disc.$5M
Employees10
Clients--