ria

BSW Wealth Partners

BOULDER, CO

CRD: 107485

In PWD coverage since September 1, 2026 · 1 story

$2.2BRegulatory AUMSEC Form ADV · Sep 26

27EmployeesForm ADV

1Deals on our tracker

-1Talent net · 12 months0 in · 1 out

Regulatory AUM · Sep 5 – Sep 26

Observed recruiting events · 12 monthsOn the wire →

Net -1 · 0 incoming events · 1 outgoing events

Arrivals

None tracked.

Departures

Sep 1 · to Savant Wealth Management

Aug 31, 26Deal announcedSequoia Financial Group · $2 — coverage

PWD coverage

M&A

The Akron RIA's second $1 billion-plus deal of 2026 brings in-house tax and estate services into a $34.9 billion platform.