ria

BSW Wealth Partners

BOULDER, CO

CRD: 107485

In network coverage since September 1, 2026 · 2 stories

$2.2BRegulatory AUMSEC Form ADV · Oct 17

27EmployeesForm ADV

1Deals on our tracker

-1Talent net · 12 months0 in · 1 out

Regulatory AUM · Sep 5 – Oct 17

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 →

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

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.

M&A · Sep 1Sequoia's BSW buy is an integration play