Bok Financial Private Wealth, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 106733
- SEC number
- 801-51401
- Firm type
- RIA
- Assets under management
- $3.7B as of Mar 26, 2026
- Website
- www.bokfinancialprivatewealth.com ↗
- Phone
- 303-539-0100
- Address
- 1600 Broadway, Denver, CO, 80202
Advisors at this firm
22 in our index · page 1 of 1
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Adam Seth BakerCRD 4931050 · Scottsdale, AZIA RegisteredBrokerDisclosure event(s) on record
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Robert Logan BurnamCRD 4393184 · Houston, TXIA RegisteredBroker
-
Cynthia Lee BurtonCRD 8211382 · Dallas, TXIA Registered
-
Gregory Donelson CarlinCRD 5884277 · Denver, COIA Registered
-
Nora Calderon GilCRD 6469682 · Dallas, TXIA RegisteredBroker
-
Leah Beth ColletteCRD 4651202 · Fort Worth, TXIA RegisteredRegistration inactive
-
George Cameron DecellCRD 6649403 · Plano, TXIA RegisteredRegistration inactive
-
Ryan Michael FlippoCRD 5711110 · Tulsa, OKIA RegisteredBroker
-
Andrew Robert HicksCRD 5752462 · Denver, COIA RegisteredRegistration inactive
-
Eric Scott HoltCRD 4274535 · Denver, COIA Registered
-
Fenny JieCRD 6393029 · Austin, TXIA Registered
-
Josh David LozowCRD 3024024 · Denver, COIA Registered
-
Robert Harry LambrightCRD 4805278 · Tulsa, OKIA RegisteredBroker
-
Kelly Ann LandenCRD 7582872 · Dallas, TXIA RegisteredBroker
-
Erin Melissa Finley LeeCRD 4261173 · Fort Worth, TXIA RegisteredBroker
-
Michael Vincent MannaCRD 6377906 · Dallas, TXIA RegisteredBroker
-
George Venegas PedrazaCRD 2385618 · Denver, COIA RegisteredBroker
-
David Charles SegoCRD 4541939 · Dallas, TXIA RegisteredRegistration inactive
-
Jacqueline Ann SheahanCRD 1609333 · Denver, COIA RegisteredBrokerDisclosure event(s) on record
-
Kayla Jo SmileyCRD 5414871 · Ft Worth, TXIA RegisteredBroker
-
Colin Ray ThomasCRD 8206043 · Denver, COIA RegisteredBroker
-
Martin Holtwick WalshCRD 5398190 · Denver, COIA RegisteredRegistration inactive
1–22 of 22
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 106733 ↗
FINRA BrokerCheck record for firm CRD 106733 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.