DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 163138
BOULDER, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BACHMANN, ELIAS, PETER | Officer | F | yes | 01/2020 | May 13, 2020 | Mar 30, 2022 |
| BAYDUSH, DEBI, CECIL | Officer | F | yes | 01/1994 | Apr 20, 2012 | Mar 30, 2022 |
| BSW WEALTH PARTNERS | Owner | E | yes | 01/2015 | Aug 17, 2015 | Mar 30, 2022 |
| MARTINEZ, JULIE, D | Officer | F | yes | 01/2019 | Mar 30, 2020 | Mar 30, 2022 |
| MURPHEY, NICOLE, LARRAINE | CHIEF COMPLIANCE OFFICER | Na | yes | 01/2019 | Mar 29, 2019 | Mar 30, 2022 |
| MURPHEY, NICOLE, LARRAINE | Officer | F | yes | 01/2022 | Mar 29, 2019 | Mar 30, 2022 |
| RIDDOCH, RALIEGH, DARIN | Officer | F | yes | 01/2014 | Aug 24, 2015 | Mar 30, 2022 |
| SAMEK, MATTHEW, VERNON | Officer | F | yes | 01/2016 | Mar 30, 2017 | Mar 30, 2022 |
| SIMON, DREW, STANFORD | Officer | F | yes | 01/1994 | Apr 20, 2012 | Mar 30, 2022 |
| WEAVER, BENJAMIN, REIN | Officer | F | yes | 01/2000 | Apr 20, 2012 | Mar 30, 2022 |
| WOJTALIK, TIMOTHY, RAYMOND | Officer | F | yes | 01/2016 | Mar 30, 2017 | Mar 30, 2022 |
| WOLF, DAVID, CURRAN | CEO OF BSW WEALTH PARTNERS (100% OWNER OF R3 RETURNS) | Na | yes | 03/2012 | Apr 20, 2012 | Mar 30, 2022 |
| WOLF, DAVID, CURRAN | Officer | C | yes | 01/2007 | Apr 20, 2012 | Mar 30, 2022 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION | n/a | Independent wealth | $2.2B | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2021 | Mar 30, 2022 | $207M | $207M | 6 | 2 | 0 | n/a | n/a |
| 2020 | Mar 30, 2021 | $166M | $166M | 6 | 2 | 0 | n/a | n/a |
| 2019 | Mar 30, 2020 | $157M | $157M | 7 | 3 | 0 | n/a | n/a |
| 2018 | Mar 29, 2019 | $133M | $133M | 3 | 3 | 0 | n/a | n/a |
| 2017 | Mar 29, 2018 | $125M | $125M | 1 | 1 | 0 | n/a | n/a |
| 2016 | Mar 30, 2017 | $113M | $113M | 1 | 1 | n/a | n/a | n/a |
| 2015 | Mar 23, 2016 | $82.0M | $82.0M | 1 | 1 | n/a | n/a | n/a |
| 2013 | Mar 21, 2014 | $4.7M | $4.7M | 1 | 1 | n/a | n/a | n/a |
| 2012 | Feb 21, 2013 | $0 | $0 | 1 | 1 | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2021 | $207M | $166M | 24.1% | $133M | 15.9% | 6 | 6 | 0 | 0 |