Frequently Asked Questions (FAQ) About
BSW Wealth Partners LLC
- Where is BSW Wealth Partners LLC Located
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2336 PEARL STREET, BOULDER, CO
- BSW Wealth Partners LLC: Is the firm operating under a legal name?
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The firm is using the following primary business name: BSW Wealth Partners LLC, while the legal name is: BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION
- BSW Wealth Partners LLC: How many employees does the firm employ?
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BSW Wealth Partners LLC has 21 employees, of which 17 are employees in advisory roles
- BSW Wealth Partners LLC: How many clients does the firm serve?
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The number of clients served by it is unknown.
- BSW Wealth Partners LLC: What are the top holdings of this firm?
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ISHARES TR CORE S&P500 ETF ISHARES TR CORE MSCI EAFE SPDR S&P 500 ETF TR TR UNIT ISHARES VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF ISHARES TR CORE S&P MCP ETF Schwab Aggregate Bond ETF (SCH ISHARES INC CORE MSCI EMKT ISHARES TR RUSSELL 2000 ETF JP MORGAN EXCHANGE TRADED FD
- BSW Wealth Partners LLC: What other investment firms are located in the vicinity?
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Schoolcraft Capital LLC Harbor Financial Group Inc Principium Investments LLC Woodbourne Investment Management LLC Cornerstone Investment Advisors LLC Meridian Wealth Management LLC R3 Returns LLC GREY Mountain Partners LLC Ludwick & Shirman LLC Vision Ridge Partners LLC