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BSW Wealth Partners, a Public Benefit Corporation Employee Directory

Investment ManagementColorado, United States11-50 Employees

BSW Wealth Partners is a mid-sized independent financial advisory firm in the investment management industry, based in Boulder, Colorado. It operates as a Public Benefit Corporation and emphasizes acting in clients' best interests within a long-term, relationship-focused approach. The firm positions itself as independent among its peers and aims to deliver value beyond traditional credentials through its team of experienced professionals.

Its client base includes individuals seeking independent investment guidance and wealth management aligned with fiduciary principles. In March 2026, a partner and head of the investment group departed to join REYL Overseas, marking a notable leadership transition.

Find BSW Wealth Partners, a Public Benefit Corporation employees' phone numbers or email addresses

BSW Wealth Partners, a Public Benefit Corporation Global Highlights

Location
Employees

North America
50

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  • United States Of America
    50

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

BSW Wealth Partners, a Public Benefit Corporation's Leadership

  • Chief Compliance Officer at BSW Wealth Partners, a Public Benefit Corporation
    N. M.
    Chief Compliance Officer
    Mobile Phone
  • Private Wealth Advisor, Chief Executive Officer at BSW Wealth Partners, a Public Benefit Corporation
    G. P.
    Private Wealth Advisor, Chief Executive Officer
    Mobile Phone
  • Assistant Executive Director Residential Services Director at BSW Wealth Partners, a Public Benefit Corporation
    D. M.
    Assistant Executive Director Residential Services Director
    Mobile Phone
  • Fiscal Director at BSW Wealth Partners, a Public Benefit Corporation
    S. B.
    Fiscal Director
    Mobile Phone
  • Portfolio Manager at BSW Wealth Partners, a Public Benefit Corporation
    O. O.
    Portfolio Manager
    Mobile Phone
  • Principal Civil And Structural Engineer at BSW Wealth Partners, a Public Benefit Corporation
    M. G.
    Principal Civil And Structural Engineer
    Mobile Phone
  • Associate at BSW Wealth Partners, a Public Benefit Corporation
    F. R.
    Associate
    Mobile Phone
  • Financial Advisor at BSW Wealth Partners, a Public Benefit Corporation
    L. B.
    Financial Advisor
    Mobile Phone

BSW Wealth Partners, a Public Benefit Corporation Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Operations
  • Other
  • Analytics

Contact profiles from BSW Wealth Partners, a Public Benefit Corporation

Name
Title
Contact
Location
Last Update
  • Private Wealth Advisor, Chief Executive Officer at BSW Wealth Partners, a Public Benefit Corporation
    G. P.
    Private Wealth Advisor, Chief Executive Officer
    Mobile Phone
    Oct 16, 2024
  • Chief Compliance Officer at BSW Wealth Partners, a Public Benefit Corporation
    N. M.
    Chief Compliance Officer
    Mobile Phone
    Oct 22, 2024
  • Assistant Executive Director Residential Services Director at BSW Wealth Partners, a Public Benefit Corporation
    D. M.
    Assistant Executive Director Residential Services Director
    Mobile Phone
    Oct 21, 2024
  • Fiscal Director at BSW Wealth Partners, a Public Benefit Corporation
    S. B.
    Fiscal Director
    Mobile Phone
    Oct 22, 2024
  • Portfolio Manager at BSW Wealth Partners, a Public Benefit Corporation
    O. O.
    Portfolio Manager
    Mobile Phone
    Oct 18, 2024
  • Principal Civil And Structural Engineer at BSW Wealth Partners, a Public Benefit Corporation
    M. G.
    Principal Civil And Structural Engineer
    Mobile Phone
    Oct 23, 2024
  • Associate at BSW Wealth Partners, a Public Benefit Corporation
    F. R.
    Associate
    Mobile Phone
    Oct 21, 2024
  • Financial Advisor at BSW Wealth Partners, a Public Benefit Corporation
    L. B.
    Financial Advisor
    Mobile Phone
    Jun 08, 2026
  • Hhs at BSW Wealth Partners, a Public Benefit Corporation
    R. Z.
    Hhs
    Mobile Phone
    Sep 03, 2026

Frequently Asked Questions

What is BSW Wealth Partners, a Public Benefit Corporation known for?

Minus sign iconPlus sign iconBSW Wealth Partners, a Public Benefit Corporation was founded in 1992 and operates in the Investment Management industry. You can contact BSW Wealth Partners, a Public Benefit Corporation's main corporate office by phone at
+1-303-444-****
. Explore BSW Wealth Partners, a Public Benefit Corporation's company overview page for more information.

What is BSW Wealth Partners, a Public Benefit Corporation's most common email format?

Minus sign iconPlus sign iconBSW Wealth Partners, a Public Benefit Corporation employees' email format typically follows the pattern of FLast@bsw.com. Trying to find reliable and up-to-date employee contact data? Find more BSW Wealth Partners, a Public Benefit Corporation email formats with LeadIQ.

How many employees does BSW Wealth Partners, a Public Benefit Corporation have currently?

Minus sign iconPlus sign iconBSW Wealth Partners, a Public Benefit Corporation has approximately 33 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

Who are BSW Wealth Partners, a Public Benefit Corporation's key employees and leadership?

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As of August 2026, BSW Wealth Partners, a Public Benefit Corporation's key employees include:

  • Chief Compliance Officer: N. M.
  • Private Wealth Advisor, Chief Executive Officer: G. P.
  • Assistant Executive Director Residential Services Director: D. M.
  • Fiscal Director: S. B.
  • Portfolio Manager: O. O.

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