R3 RETURNS, LLC
CRD #163138 SEC #801-106569 BOULDER, CO 303-444-0283
SEC Registered
Total AUM
$206.6M
Discretionary
$206.6M
Employees
6
Clients
0
Accounts
173
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MURPHEY, NICOLE, LARRAINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MURPHEY, NICOLE, LARRAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MURPHEY, NICOLE, LARRAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MURPHEY, NICOLE, LARRAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MURPHEY, NICOLE, LARRAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MURPHEY, NICOLE, LARRAINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MURPHEY, NICOLE, LARRAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MURPHEY, NICOLE, LARRAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOLF, DAVID, CURRAN | I | MANAGING PRINCIPAL OF BSW WEALTH PARTNERS (100% OWNER OF R3 RETURNS) | NA | Control |
| WOLF, DAVID, CURRAN | I | MANAGING PRINCIPAL OF BSW WEALTH PARTNERS (100% OWNER OF R3 RETURNS) | NA | Control |
| WOLF, DAVID, CURRAN | I | MANAGING PRINCIPAL OF BSW WEALTH PARTNERS (100% OWNER OF R3 RETURNS) | NA | Control |
| WOLF, DAVID, CURRAN | I | MANAGING PRINCIPAL OF BSW WEALTH PARTNERS (100% OWNER OF R3 RETURNS) | NA | Control |
| WOLF, DAVID, CURRAN | I | MANAGING PRINCIPAL OF BSW WEALTH PARTNERS (100% OWNER OF R3 RETURNS) | NA | Control |
| WOLF, DAVID, CURRAN | I | MANAGING PRINCIPAL OF BSW WEALTH PARTNERS (100% OWNER OF R3 RETURNS) | NA | Control |
| WOLF, DAVID, CURRAN | I | MANAGING PRINCIPAL OF BSW WEALTH PARTNERS (100% OWNER OF R3 RETURNS) | NA | Control |
| WOLF, DAVID, CURRAN | I | CEO OF BSW WEALTH PARTNERS (100% OWNER OF R3 RETURNS) | NA | Control |
| BSW WEALTH PARTNERS | DE | OWNER | E | Control |
| BSW WEALTH PARTNERS | DE | OWNER | E | Control |
| BSW WEALTH PARTNERS | DE | OWNER | E | Control |
| BSW WEALTH PARTNERS | DE | OWNER | E | Control |
| BSW WEALTH PARTNERS | DE | OWNER | E | Control |
| BSW WEALTH PARTNERS | DE | OWNER | E | Control |
| BSW WEALTH PARTNERS | DE | OWNER | E | Control |
| BSW WEALTH PARTNERS | DE | OWNER | E | Control |
| BSW WEALTH PARTNERS | DE | OWNER | E | Control |
| BSW WEALTH PARTNERS | DE | OWNER | E | Control |
| BSW WEALTH PARTNERS | DE | OWNER | E | Control |
| BSW WEALTH PARTNERS | DE | OWNER | E | Control |
| BSW WEALTH PARTNERS | DE | OWNER | E | Control |
| SIMON, DREW, STANFORD | I | MEMBER | C | Control |
| SIMON, DREW, STANFORD | I | MEMBER | C | Control |
| SIMON, DREW, STANFORD | I | MEMBER | C | Control |
| WEAVER, BENJAMIN, REIN | I | MEMBER | C | Control |
| WEAVER, BENJAMIN, REIN | I | MEMBER | C | Control |
| WEAVER, BENJAMIN, REIN | I | MEMBER | C | Control |
| WOLF, DAVID, CURRAN | I | CHIEF COMPLIANCE OFFICER, MEMBER OF BSW WEALTH PARTNERS (100% OWNER OF R3 RETURNS) | C | Control |
| WOLF, DAVID, CURRAN | I | CHIEF COMPLIANCE OFFICER, MEMBER OF BSW WEALTH PARTNERS (100% OWNER OF R3 RETURNS) | C | Control |
| WOLF, DAVID, CURRAN | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| WOLF, DAVID, CURRAN | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| WOLF, DAVID, CURRAN | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| WOLF, DAVID, CURRAN | I | CHIEF COMPLIANCE OFFICER, MEMBER OF BSW WEALTH PARTNERS (100% OWNER OF R3 RETURNS) | C | Control |
| WOLF, DAVID, CURRAN | I | CHIEF COMPLIANCE OFFICER, MEMBER OF BSW WEALTH PARTNERS (100% OWNER OF R3 RETURNS) | C | Control |
| WOLF, DAVID, CURRAN | I | CHIEF COMPLIANCE OFFICER, MEMBER OF BSW WEALTH PARTNERS (100% OWNER OF R3 RETURNS) | C | Control |
| BAYDUSH, DEBI, CECIL | I | MEMBER | B | Control |
| BAYDUSH, DEBI, CECIL | I | MEMBER | B | Control |
| BAYDUSH, DEBI, CECIL | I | MEMBER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BACHMANN, ELIAS, PETER | I | BSW WEALTH PARTNERS | F | Control |
| BACHMANN, ELIAS, PETER | I | BSW WEALTH PARTNERS | F | Control |
| BACHMANN, ELIAS, PETER | I | BSW WEALTH PARTNERS | F | Control |
| BACHMANN, ELIAS, PETER | I | BSW WEALTH PARTNERS | F | Control |
| BACHMANN, ELIAS, PETER | I | BSW WEALTH PARTNERS | F | Control |
| BACHMANN, ELIAS, PETER | I | BSW WEALTH PARTNERS | F | Control |
| BAYDUSH, DEBI, CECIL | I | BSW WEALTH PARTNERS | F | Control |
| BAYDUSH, DEBI, CECIL | I | BSW WEALTH PARTNERS | F | Control |
| BAYDUSH, DEBI, CECIL | I | BSW WEALTH PARTNERS | F | Control |
| BAYDUSH, DEBI, CECIL | I | BSW WEALTH PARTNERS | F | Control |
| BAYDUSH, DEBI, CECIL | I | BSW WEALTH PARTNERS | F | Control |
| BAYDUSH, DEBI, CECIL | I | BSW WEALTH PARTNERS | F | Control |
| BAYDUSH, DEBI, CECIL | I | BSW WEALTH PARTNERS | F | Control |
| BAYDUSH, DEBI, CECIL | I | BSW WEALTH PARTNERS | F | Control |
| BAYDUSH, DEBI, CECIL | I | BSW WEALTH PARTNERS | F | Control |
| BAYDUSH, DEBI, CECIL | I | BSW WEALTH PARTNERS | F | Control |
| BAYDUSH, DEBI, CECIL | I | BSW WEALTH PARTNERS | F | Control |
| BAYDUSH, DEBI, CECIL | I | BSW WEALTH PARTNERS | F | Control |
| MARTINEZ, JULIE, D | I | BSW WEALTH PARTNERS | F | Control |
| MARTINEZ, JULIE, D | I | BSW WEALTH PARTNERS | F | Control |
| MARTINEZ, JULIE, D | I | BSW WEALTH PARTNERS | F | Control |
| MARTINEZ, JULIE, D | I | BSW WEALTH PARTNERS | F | Control |
| MARTINEZ, JULIE, D | I | BSW WEALTH PARTNERS | F | Control |
| MARTINEZ, JULIE, D | I | BSW WEALTH PARTNERS | F | Control |
| MARTINEZ, JULIE, D | I | BSW WEALTH PARTNERS | F | Control |
| MURPHEY, NICOLE, LARRAINE | I | BSW WEALTH PARTNERS | F | Control |
| RIDDOCH, RALIEGH, DARIN | I | BSW WEALTH PARTNERS | F | Control |
| RIDDOCH, RALIEGH, DARIN | I | BSW WEALTH PARTNERS | F | Control |
| RIDDOCH, RALIEGH, DARIN | I | BSW WEALTH PARTNERS | F | Control |
| RIDDOCH, RALIEGH, DARIN | I | BSW WEALTH PARTNERS | F | Control |
| RIDDOCH, RALIEGH, DARIN | I | BSW WEALTH PARTNERS | F | Control |
| RIDDOCH, RALIEGH, DARIN | I | BSW WEALTH PARTNERS | F | Control |
| RIDDOCH, RALIEGH, DARIN | I | BSW WEALTH PARTNERS | F | Control |
| RIDDOCH, RALIEGH, DARIN | I | BSW WEALTH PARTNERS | F | Control |
| RIDDOCH, RALIEGH, DARIN | I | BSW WEALTH PARTNERS | F | Control |
| RIDDOCH, RALIEGH, DARIN | I | BSW WEALTH PARTNERS | F | Control |
| RIDDOCH, RALIEGH, DARIN | I | BSW WEALTH PARTNERS | F | Control |
| RIDDOCH, RALIEGH, DARIN | I | BSW WEALTH PARTNERS | F | Control |
| SAMEK, MATTHEW, VERNON | I | BSW WEALTH PARTNERS | F | Control |
| SAMEK, MATTHEW, VERNON | I | BSW WEALTH PARTNERS | F | Control |
| SAMEK, MATTHEW, VERNON | I | BSW WEALTH PARTNERS | F | Control |
| SAMEK, MATTHEW, VERNON | I | BSW WEALTH PARTNERS | F | Control |
| SAMEK, MATTHEW, VERNON | I | BSW WEALTH PARTNERS | F | Control |
| SAMEK, MATTHEW, VERNON | I | BSW WEALTH PARTNERS | F | Control |
| SAMEK, MATTHEW, VERNON | I | BSW WEALTH PARTNERS | F | Control |
| SAMEK, MATTHEW, VERNON | I | BSW WEALTH PARTNERS | F | Control |
| SAMEK, MATTHEW, VERNON | I | BSW WEALTH PARTNERS | F | Control |
| SAMEK, MATTHEW, VERNON | I | BSW WEALTH PARTNERS | F | Control |
| SIMON, DREW, STANFORD | I | BSW WEALTH PARTNERS | F | Control |
| SIMON, DREW, STANFORD | I | BSW WEALTH PARTNERS | F | Control |
| SIMON, DREW, STANFORD | I | BSW WEALTH PARTNERS | F | Control |
| SIMON, DREW, STANFORD | I | BSW WEALTH PARTNERS | F | Control |
| SIMON, DREW, STANFORD | I | BSW WEALTH PARTNERS | F | Control |
| SIMON, DREW, STANFORD | I | BSW WEALTH PARTNERS | F | Control |
| SIMON, DREW, STANFORD | I | BSW WEALTH PARTNERS | F | Control |
| SIMON, DREW, STANFORD | I | BSW WEALTH PARTNERS | F | Control |
| WEAVER, BENJAMIN, REIN | I | BSW WEALTH PARTNERS | F | Control |
| WEAVER, BENJAMIN, REIN | I | BSW WEALTH PARTNERS | F | Control |
| WEAVER, BENJAMIN, REIN | I | BSW WEALTH PARTNERS | F | Control |
| WEAVER, BENJAMIN, REIN | I | BSW WEALTH PARTNERS | F | Control |
| WEAVER, BENJAMIN, REIN | I | BSW WEALTH PARTNERS | F | Control |
| WOJTALIK, TIMOTHY, RAYMOND | I | BSW WEALTH PARTNERS | F | Control |
| WOJTALIK, TIMOTHY, RAYMOND | I | BSW WEALTH PARTNERS | F | Control |
| WOJTALIK, TIMOTHY, RAYMOND | I | BSW WEALTH PARTNERS | F | Control |
| WOJTALIK, TIMOTHY, RAYMOND | I | BSW WEALTH PARTNERS | F | Control |
| WOJTALIK, TIMOTHY, RAYMOND | I | BSW WEALTH PARTNERS | F | Control |
| WOJTALIK, TIMOTHY, RAYMOND | I | BSW WEALTH PARTNERS | F | Control |
| WOJTALIK, TIMOTHY, RAYMOND | I | BSW WEALTH PARTNERS | F | Control |
| WOJTALIK, TIMOTHY, RAYMOND | I | BSW WEALTH PARTNERS | F | Control |
| WOJTALIK, TIMOTHY, RAYMOND | I | BSW WEALTH PARTNERS | F | Control |
| WOJTALIK, TIMOTHY, RAYMOND | I | BSW WEALTH PARTNERS | F | Control |
| SIMON, DREW, STANFORD | I | BSW WEALTH PARTNERS | C | Control |
| SIMON, DREW, STANFORD | I | BSW WEALTH PARTNERS | C | Control |
| SIMON, DREW, STANFORD | I | BSW WEALTH PARTNERS | C | Control |
| SIMON, DREW, STANFORD | I | BSW WEALTH PARTNERS | C | Control |
| WEAVER, BENJAMIN, REIN | I | BSW WEALTH PARTNERS | C | Control |
| WEAVER, BENJAMIN, REIN | I | BSW WEALTH PARTNERS | C | Control |
| WEAVER, BENJAMIN, REIN | I | BSW WEALTH PARTNERS | C | Control |
| WEAVER, BENJAMIN, REIN | I | BSW WEALTH PARTNERS | C | Control |
| WEAVER, BENJAMIN, REIN | I | BSW WEALTH PARTNERS | C | Control |
| WEAVER, BENJAMIN, REIN | I | BSW WEALTH PARTNERS | C | Control |
| WEAVER, BENJAMIN, REIN | I | BSW WEALTH PARTNERS | C | Control |
| WOLF, DAVID, CURRAN | I | BSW WEALTH PARTNERS | C | Control |
| WOLF, DAVID, CURRAN | I | BSW WEALTH PARTNERS | C | Control |
| WOLF, DAVID, CURRAN | I | BSW WEALTH PARTNERS | C | Control |
| WOLF, DAVID, CURRAN | I | BSW WEALTH PARTNERS | C | Control |
| WOLF, DAVID, CURRAN | I | BSW WEALTH PARTNERS | C | Control |
| WOLF, DAVID, CURRAN | I | BSW WEALTH PARTNERS | C | Control |
| WOLF, DAVID, CURRAN | I | BSW WEALTH PARTNERS | C | Control |
| WOLF, DAVID, CURRAN | I | BSW WEALTH PARTNERS | C | Control |
| WOLF, DAVID, CURRAN | I | BSW WEALTH PARTNERS | C | Control |
| WOLF, DAVID, CURRAN | I | BSW WEALTH PARTNERS | C | Control |
| WOLF, DAVID, CURRAN | I | BSW WEALTH PARTNERS | C | Control |
| WOLF, DAVID, CURRAN | I | BSW WEALTH PARTNERS | C | Control |
Registrations
Federal
IA
Mar 30, 2022 REGISTERED
Notice Filings (2)
CA CO
Address
2300 BROADWAY STREETBOULDER, CO 80304
United States
Phone: 303-444-0283