DBA: BSW WEALTH PARTNERS
| Total AUM | $2.24B |
| Discretionary | $2.17B97% of AUM |
| Non-Discretionary | $73.0M |
| Client Accounts | 3,876 |
| Avg Account Size | $578K |
| Employees | 27 |
| Peak AUM | $2.24BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.2B | +13.2% | +10.7% | +7.9% | |
| Discretionary AUM | |||||
| Total AUM | $2.24B |
| Discretionary | $2.17B |
| Employees | 27 |
| Client Accounts | 3876 |
| Client Range | 251-500 |
Address
2300 BROADWAY STREET
BOULDER CO 80304
Phone
303-444-9696
Filing History
54 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.2B
96.7% of AUM
Non-Discretionary
$73M
3.3% of AUM
Disc. mix ▼ 2.2pp vs 1 year ago
Custody
No related registrations reported
| +8.7% /yrover 25 yrs · 54 filings |
Total AUM
$2.2B
| $2.2B |
| +10.7% |
| +10.5% |
| +7.3% |
| Non-Disc. AUM | $73M | +246.7% | +18.2% | +55.2% |
| Total Accounts | 4k | +2.4% | +2.8% | +4.9% |
| Avg Account Size | $577,942.355 | +10.6% | +7.7% | +2.8% |
| Employees | 27 | 6.9% | 3.3% | +0.7% |
| AUM / Employee | $83M | +21.6% | +14.4% | +7.1% |
Client AUM Segments | |||||
| Wealth AUM | $2.2B | +13.0% | +10.6% | +7.6% | |
| Institutional AUM | $53M | +22.3% | +12.6% | +25.0% | |
Client Count Segments | |||||
| HNW Clients | 146 | +35.2% | +15.3% | +8.0% | |
| Institutional | 25 | +4.2% | 1.2% | +36.6% | |
| Individuals | 330 | +7.1% | +4.5% | +5.9% | |