Bsw Wealth Partners

CRD 107485 · Boulder, CO · $2.2B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 107485
SEC number: 801-45532
Firm type: RIA
Assets under management: $2.2B as of May 8, 2026
Website: www.instagram.com/BSWWEALTHPARTNERS ↗
Phone: 303-444-9696
Address: 2300 Broadway Street, Boulder, CO, 80304

Advisors at this firm

20 in our index · page 1 of 1

Lily Justine Beitel-HortonCRD 6303481 · Boulder, CO

IA RegisteredRegistration inactive
Kathrin BiscornetCRD 6745637 · Boulder, CO

IA Registered
Tami C CarrollCRD 5333353 · Boulder, CO

IA Registered
Eric Alan DavisCRD 6065115 · Boulder, CO

IA Registered
Aaron Michael DeitzCRD 5474260 · Boulder, CO

IA Registered
Molly Jasoda DevnaniCRD 7430106 · Boulder, CO

IA Registered
Brian Robert LichtenheldCRD 7206276 · Boulder, CO

IA Registered
Julie D MartinezCRD 5605585 · Boulder, CO

IA Registered
Samuel John NappCRD 6436519 · Boulder, CO

IA Registered
Olivia Anne OtooleCRD 6515783 · Boulder, CO

IA Registered
Dmitry PopovCRD 7654863 · Boulder, CO

IA Registered
Raliegh Darin RiddochCRD 3066175 · Boulder, CO

IA Registered
Matthew Vernon SamekCRD 5407687 · Boulder, CO

IA Registered
Katherine A St OngeCRD 5392813 · Boulder, CO

IA Registered
Steven A SzafranskiCRD 5559959 · Boulder, CO

IA RegisteredRegistration inactive
Benjamin Rein WeaverCRD 2900111 · Boulder, CO

IA Registered
Timothy Raymond WojtalikCRD 5148474 · Boulder, CO

IA Registered
David Curran WolfCRD 5283794 · Boulder, CO

IA Registered
Julia WentworthCRD 6741611 · Boulder, CO

IA Registered
Lindy Misao YoshidaCRD 7881776 · Boulder, CO

IA Registered

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.

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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 Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.