# BOK Financial Private Wealth

BOK Financial Private Wealth is a Bank / Wealth / Trust based in Denver, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Denver, United States
- **Region:** North America
- **Founded:** 1996
- **Assets under management:** 2800 (Altss estimate)
- **Website:** bokfinancialprivatewealth.com

## Regulatory record

- **CRD number:** 106733
- **SEC file number:** 801-51401
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-26T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106733

## About

BOK Financial Private Wealth was established in 2019 as a US wealth manager and registered investment advisor. The firm provides advisory and management services across multiple client types. No specific asset-class allocations, portfolio holdings, or geographic deployment details appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months are recorded. The firm functions as a bank-affiliated RIA rather than an independent family office or dedicated allocator.

## Questions

### Who runs investment decisions at BOK Financial Private Wealth?

No named CIO or investment committee members are disclosed in public records.

### What asset classes does BOK Financial Private Wealth deploy into?

No asset-class mix or strategy details are publicly specified.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/bok-financial-private-wealth

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology