$31.1M Total AUM
$31.1M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Northern Trust
- Clients
- Retail
- Platforms
- Horizon foundationElement element +more
- Established Date
- 04-27-2018
- Office Locations
- 1
Office Locations
-- Greenwood Village CO
About BW Financial Planning
BW Financial Planning is a Colorado-based fiduciary RIA led by Betty Wang, providing holistic financial planning and investment management for busy professionals—especially women—seeking more control and clarity, planning a career downshift, or navigating startup IPOs and equity compensation (RSUs/ISOs/NQSOs). Portfolios primarily use ETFs and public funds, with custody including Schwab.
Team overview
-- AVG AGE
$31.1M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
8.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Bridge catalyst Prime optima Vertex Momentum alpha
Custodian
Matrix frontier Matrix Oak element Bridge ridge
Fund Managers
Pathway focus
Investment Themes
Pathway harbor
Investment Vehicles
Vital Insight pioneer Eagle
Services
Timber Fusion Ember Legacy crest Prime optima Vector Optima fusion Atlas Momentum Timber
Technology
Oak catalyst Radial ember Atlas Legacy
Owner & Executives
Betty Lin Wang
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #6611103
- Ownership
- 75% or more
(603) 369-9269
momentum.beacon@zenithcapital.com
in linkedin.com/in/value-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,071,879 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,071,879 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,071,879
Public Funds:
25.8% Cash:
74.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $144,975,252 | 25.8% |
| Cash | $416,944,328 | 74.2% |
| Total | $561,919,580 | 100.0% |