BSW Wealth Partners, Inc.
BSW Wealth Partners, Inc. is a multi-family office headquartered in Boulder, United States.
BSW Wealth Partners, Inc.
BSW Wealth Partners, Inc. is a multi-family office headquartered in Boulder, United States. Founded in 1992, the employee-owned, female-founded firm advises entrepreneurs, families and foundations on integrated wealth management, impact investing and private asset strategies. Certified as a B Corporation and Public Benefit Corporation, it manages more than $2 billion in client assets—delivering values-aligned planning and investment counsel.
General information
Firm type
Multi Family Office
Year founded
1992
AUM
—
Location
Region
North America
Country
—
City
Boulder
Corporate office
2300 Broadway
Frequently asked questions
What is BSW Wealth Partners, Inc.?
BSW Wealth Partners, Inc. is a multi family office headquartered in Boulder.
When was BSW Wealth Partners, Inc. founded?
BSW Wealth Partners, Inc. was founded in 1992.
Where is BSW Wealth Partners, Inc. headquartered?
BSW Wealth Partners, Inc. is headquartered in Boulder, in the North America region.
What does Altss track for BSW Wealth Partners, Inc.?
Altss maintains an OSINT-verified profile of BSW Wealth Partners, Inc. covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is BSW Wealth Partners, Inc.'s website?
BSW Wealth Partners, Inc.'s public website is bsw.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is BSW Wealth Partners, Inc.?
BSW Wealth Partners, Inc. is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on BSW Wealth Partners, Inc.?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for BSW Wealth Partners, Inc.?
BSW Wealth Partners, Inc.'s profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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