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BSW Wealth Partners
BOULDER, CO
CRD: 107485
In network coverage since September 1, 2026 · 2 stories
$2.2BRegulatory AUMSEC Form ADV · Oct 24
27EmployeesForm ADV
1Deals on our tracker
-1Talent net · 12 months0 in · 1 out
Regulatory AUM · Sep 5 – Oct 24
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
BSW Wealth Partners
Sep 1 · to Savant Wealth Management
Deal recordFull tracker →
Network coverage
Moves
NewEdge's $12 billion day resets the talent war
Four $3 billion Fort Lauderdale teams moved in one day, pushing the week's disclosed advisor AUM in motion to $19.8 billion and showing block trades have replaced advisor-by-advisor recruiting.