BSW Wealth Partners LLC

BSW Wealth Partners LLC, legally known as BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION, is a Colorado-based firm with 21 employees, 17 of whom serve in advisory roles. The number of their clients is undisclosed, but their SEC status is listed as Approved, with a registration date of Jan 3, 1994.

• BENJAMIN REIN WEAVER

  OFFICER owns more than 25% but less than 50%

• DAVID CURRAN WOLF

  OFFICER owns more than 25% but less than 50%

• DEBI CECIL BAYDUSH

  OFFICER owns more than 10% but less than 25%

• DREW STANFORD SIMON

  OFFICER owns more than 10% but less than 25%

• JULIE D MARTINEZ

  OFFICER owns less than 5%

• MATTHEW VERNON SAMEK

  OFFICER owns less than 5%

• NICOLE LARRAINE MURPHEY

  CHIEF COMPLIANCE OFFICER owns less than 5%

• RALIEGH DARIN RIDDOCH

  OFFICER owns more than 5% but less than 10%

• TIMOTHY RAYMOND WOJTALIK

  OFFICER owns more than 5% but less than 10%

• Vision Ridge Partners LLC
• Colorado Capital Management Inc
• Sargent Bickham Lagudis LLC
• Ludwick & Shirman LLC
• The Wealth Conservancy Inc
• Delta-V Capital LLC
• R3 Returns LLC
• Meridian Wealth Management LLC
• Woodbourne Investment Management LLC
• Harbor Financial Group Inc

• BSW Wealth Partners' Q3 vs. Q4 2022 13F Holdings Comparison: Bullish & Bearish Stances on Securities Revealed.

• ISHARES TR CORE S&P500 ETF $52,425k
• ISHARES TR CORE MSCI EAFE $22,870k
• SPDR S&P 500 ETF TR TR UNIT $18,139k
• ISHARES $16,188k
• VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $13,369k
• ISHARES TR CORE S&P MCP ETF $11,399k
• Schwab Aggregate Bond ETF (SCH $9,211k
• ISHARES INC CORE MSCI EMKT $8,846k
• ISHARES TR RUSSELL 2000 ETF $6,701k
• JP MORGAN EXCHANGE TRADED FD $6,443k