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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-03-1994
- Office Locations
- 1
Office Locations
About BSW Wealth Partners
BSW Wealth Partners is an independent, woman-founded, Certified B Corporation wealth management and investment advisory firm. The team provides financial planning and discretionary portfolio management for entrepreneurs, professionals, and foundations in Colorado and nationwide. Portfolios commonly use ETFs and municipal bonds, with alternatives and impact/ESG considerations as needed. Fee-only—no commissions or kickbacks.
Reported data analysis
What the numbers show
Between August 26, 2025 and May 8, 2026, reported AUM increased 13.2%, from $2.0B to $2.2B.
Across 5 reported observations, AUM increased 28.5% between March 30, 2022 and May 8, 2026, from $1.7B to $2.2B.
Of the latest reported AUM, 96.7% is discretionary and 3.3% is non-discretionary.
The firm reports 20 advisory representatives and 501 clients, or 25.1 clients per representative. That equates to $4.5M in reported AUM per client.
The profile lists 1 reported office location and 32 years in operation. The source data was last updated on May 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full BSW Wealth Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID CURRAN WOLF
Wealth Advisor
- CRD
- #5283794
- Ownership
- 25% but less than 50%
BENJAMIN REIN WEAVER
Advisor
- CRD
- #2900111
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
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LILY JUSTINE BEITEL-HORTON
Advisor
- CRD
- #6303481
Kathrin Biscornet
Financial Advisor
- CRD
- #6745637
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,167,146,313 | $571,656 |
| Non-Discretionary | $72,958,255 | $858,332 |
| Total | $2,240,104,568 | $577,942 |
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Separately Managed Accounts
SMA allocation detail is available
BSW Wealth Partners has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
BSW Wealth Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.