What departments does BSW Wealth Partners, a Public Benefit Corporation have?

BSW Wealth Partners, a Public Benefit Corporation has employees across 5 departments including Legal, Real Estate, Program & Project Management, Engineering, Banking.

How has BSW Wealth Partners, a Public Benefit Corporation's team size changed over time?

BSW Wealth Partners, a Public Benefit Corporation's team has decreased from approximately 13 to 12 employees based on available data.

BSW Wealth Partners, a Public Benefit Corporation Employee Directory

Q: What is the largest department at BSW Wealth Partners, a Public Benefit Corporation?

The largest department at BSW Wealth Partners, a Public Benefit Corporation is Legal with 1 employees.

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.

BSW Wealth Partners, a Public Benefit Corporation Global Highlights

North America
50

United States Of America
50

Europe
1

Switzerland
1

BSW Wealth Partners, a Public Benefit Corporation's Leadership

N. M.
Chief Compliance Officer
Mobile Phone
Email
G. P.
Private Wealth Advisor, Chief Executive Officer
Mobile Phone
Email
E. B.
Director - Real Assets
Mobile Phone
Email
D. M.
Assistant Executive Director Residential Services Director
Mobile Phone
Email
S. B.
Fiscal Director
Mobile Phone
Email
O. O.
Portfolio Manager
Mobile Phone
Email
M. G.
Principal Civil And Structural Engineer
Mobile Phone
Email
F. R.
Associate
Mobile Phone
Email

BSW Wealth Partners, a Public Benefit Corporation Employee Metrics

100%

50%

0%

2026

2025

Banking
Operations
Accounting
Administrative
Analytics
Other

Contact profiles from BSW Wealth Partners, a Public Benefit Corporation

Name

Title

Contact Info

Location

Last Update

G. P.
Private Wealth Advisor, Chief Executive Officer
Mobile Phone
Email
Oct 16, 2024
N. M.
Chief Compliance Officer
Mobile Phone
Email
Oct 22, 2024
E. B.
Director - Real Assets
Mobile Phone
Email
SwitzerlandSchwyz
Jun 08, 2026
D. M.
Assistant Executive Director Residential Services Director
Mobile Phone
Email
Oct 21, 2024
S. B.
Fiscal Director
Mobile Phone
Email
Oct 22, 2024
O. O.
Portfolio Manager
Mobile Phone
Email
Oct 18, 2024
M. G.
Principal Civil And Structural Engineer
Mobile Phone
Email
Oct 23, 2024
F. R.
Associate
Mobile Phone
Email
Oct 21, 2024
L. B.
Financial Advisor
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

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

BSW Wealth Partners, a Public Benefit Corporation was founded in 1992 operates in the Investment Management industry; you can contact the 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?

BSW Wealth Partners, a Public Benefit Corporation employees' email format typically follows the pattern of . 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?

BSW Wealth Partners, a Public Benefit Corporation has approximately 34 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

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

As of July 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.
Director - Real Assets: E. B.
Assistant Executive Director Residential Services Director: D. M.
Fiscal Director: S. B.

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BSW Wealth Partners, a Public Benefit Corporation Employee Directory

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