BSW Wealth Partners LLC
Legal Name: BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION
Full Contact Details
Other Info
BSW Wealth Partners LLC is legally known as BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION. It is a CO Other (specify). This firm has 21 employees, of which 17 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jan 3, 1994.

Direct Owners
-
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%
Firms Located Nearby
Top Holdings
- 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