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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-1994
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
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 9 owners & executives
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LILY JUSTINE BEITEL-HORTON
Advisor
- CRD
- #6303481
Kathrin Biscornet
Financial Advisor
- CRD
- #6745637
Showing 2 of 23 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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