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BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION, CRD 107485
BOULDER, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| RALIEGH DARIN RIDDOCH | Certified Financial Planner | BOULDER, CO | AKRON, OH | Boulder , CO | 19 | 28 | 2 | no |
| BENJAMIN REIN WEAVER | Certified Financial Planner | BOULDER, CO | AKRON, OH | Boulder, CO | 19 | 25 | 1 | no |
| DAVID CURRAN WOLF | n/a | Boulder, CO | BOULDER, CO | AKRON, OH | 19 | 19 | n/a | no |
| TIMOTHY RAYMOND WOJTALIK | Certified Financial Planner | AKRON, OH | Boulder, CO | BOULDER, CO | 19 | 19 | 1 | no |
| MATTHEW VERNON SAMEK | n/a | BOULDER, CO | Boulder , CO | AKRON, OH | 14 | 14 | n/a | no |
| JULIE D MARTINEZ | Certified Financial Planner | Boudler , CO | AKRON, OH | BOULDER, CO | 11 | 16 | 2 | no |
| AARON MICHAEL DEITZ | n/a | BOULDER, CO | 8 | 11 | n/a | no |
| Kathrin Biscornet | Certified Financial Planner | Boulder , CO | AKRON, OH | BOULDER, CO | 7 | 11 | 1 | no |
| Julia Wentworth | n/a | BOULDER, CO | AKRON, OH | Boulder , CO | 7 | 10 | 1 | no |
| TAMI C CARROLL | Certified Financial Planner | Boulder , CO | AKRON, OH | BOULDER, CO | 7 | 15 | 3 | no |
| Brian Robert Lichtenheld | Certified Financial Planner | AKRON, OH | Boulder , CO | BOULDER, CO | 6 | 18 | n/a | no |
| LILY JUSTINE BEITEL-HORTON | Certified Financial Planner | BOULDER, CO | Boulder , CO | AKRON, OH | 5 | 12 | 3 | no |
| OLIVIA ANNE OTOOLE | n/a | AKRON, OH | Boulder , CO | BOULDER, CO | 4 | 13 | n/a | no |
| STEVEN A SZAFRANSKI | Certified Financial Planner | BOULDER, CO | AKRON, OH | Boulder, CO | 4 | 16 | 4 | no |
| Dmitry Popov | n/a | BOULDER, CO | 3 | 11 | n/a | no |
| Molly Jasoda Devnani | n/a | BOULDER, CO | 3 | 11 | n/a | no |
| Lindy Misao Yoshida | Certified Financial Planner | BOULDER, CO | 1 | 13 | n/a | no |
| KATHERINE A ST ONGE | n/a | BOULDER, CO | 0 | 12 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BAYDUSH, DEBI, CECIL | Officer | A | yes | 01/1994 | May 8, 2026 | May 8, 2026 |
| MARTINEZ, JULIE, D | Officer | A | yes | 01/2019 | May 8, 2026 | May 8, 2026 |
| MURPHEY, NICOLE, LARRAINE | CHIEF COMPLIANCE OFFICER | Na | yes | 01/2019 | May 8, 2026 | May 8, 2026 |
| RIDDOCH, RALIEGH, DARIN | Officer | A | yes | 01/2014 | May 8, 2026 | May 8, 2026 |
| SAMEK, MATTHEW, VERNON | Officer | A | yes | 01/2016 | May 8, 2026 | May 8, 2026 |
| SIMON, DREW, STANFORD | Officer | A | yes | 01/1994 | May 8, 2026 | May 8, 2026 |
| WEAVER, BENJAMIN, REIN | Officer | B | yes | 01/2000 | May 8, 2026 | May 8, 2026 |
| WOJTALIK, TIMOTHY, RAYMOND | Officer | A | yes | 01/2016 | May 8, 2026 | May 8, 2026 |
| WOLF, DAVID, CURRAN | Officer | C | yes | 01/2007 | May 8, 2026 | May 8, 2026 |
| BACHMANN, ELIAS, PETER | Officer | Na | yes | 01/2020 | Jun 29, 2020 | Mar 27, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Englewood | Co | United States | 4 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $2.2B | $2.2B | 27 | 20 | 1 | n/a | n/a |
| 2024 | Mar 27, 2025 | $2.0B | $2.0B | 29 | 20 | 1 | n/a | n/a |
| 2023 | Mar 27, 2024 | $1.8B | $1.8B | 29 | 21 | 1 | n/a | n/a |
| 2022 | Mar 31, 2023 | $1.6B | $1.6B | 30 | 20 | 1 | n/a | n/a |
| 2021 | Mar 30, 2022 | $1.7B | $1.7B | 29 | 18 | 1 | n/a | n/a |
| 2020 | Mar 31, 2021 | $1.5B | $1.5B | 26 | 18 | 1 | n/a | n/a |
| 2019 | Mar 30, 2020 | $1.2B | $1.2B | 27 | 18 | 1 | n/a | n/a |
| 2018 | Mar 29, 2019 | $1.1B | $1.0B | 21 | 17 | 1 | n/a | n/a |
| 2017 | Mar 28, 2018 | $951M | $919M | 20 | 15 | 1 | n/a | n/a |
| 2016 | Mar 30, 2017 | $843M | $811M | 21 | 15 | n/a | n/a | n/a |
| 2015 | Mar 24, 2016 | $781M | $750M | 21 | 16 | n/a | n/a | n/a |
| 2014 | Mar 23, 2015 | $797M | $769M | 16 | 11 | n/a | n/a | n/a |
| 2013 | Mar 27, 2014 | $805M | $779M | 15 | 10 | n/a | n/a | n/a |
| 2012 | Mar 22, 2013 | $736M | $721M | 15 | 10 | n/a | n/a | n/a |
| 2011 | Mar 26, 2012 | $675M | $665M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 2 | -2 | 11.1% | 0 | 2 | 0 | 0 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.2B | $2.0B | 13.2% | $1.6B | 11.3% | 27 | 29 | 1 | 1 |