David WolfCRD Number: 5283794
Current Firm: Bsw Wealth Partners
Compensation Model: Fee Only
David Wolf (CRD# 5283794) David Wolf is managing principal of BSW Wealth Partners and Chief Investment Officer. David leads BSW’s investment group, sets firm economic and investment policy, and is the primary architect of BSW’s IMPACT investing platform. He is also the founder and Chief Investment Officer of R3 Returns, an impact-focused bond strategy with $75 million of investor capital. David is an ongoing student of economic and investment history, with focused interest in behavioral finance and entrepreneurship. A strong advocate for impact investing, David has been a featured speaker at the Conscious Capitalism Conference, SRI in the Rockies, and the Rockies Venture Club; and a contributor to theGreen Money Journal and other publications. Prior to BSW, David worked with a leading Colorado venture capital firm and founded a technology company.
A licensed member of the Colorado Bar, David graduated from the JD/MBA dual-degree program at the University of Colorado at Boulder and received a BA from DePauw University. While at DePauw, he was elected to Phi Beta Kappa and was a visiting student at St. Catherine’s College, Oxford University. He is a member of the advisory board of the University of Colorado at Boulder’s Leeds School of Business, the advisory board of Greenmont Capital Partners, and a founding investor and lifetime member of Impact Hub Boulder.
David is a dedicated supporter of the University of Colorado and its Leeds School of Business, where he is a frequent guest speaker, a mentor to students, and has funded a scholarship since 2001 for outstanding students, including the Wolf Experiential Learning Endowment. He is a recipient of the Leeds Young Alumni Service Award and Boulder’s Forty Under 40 Award for business and civic leadership.
Away from BSW, David pursues his passions for rock climbing, ice climbing and backcountry skiing; and is a professional mountain guide for the Colorado Mountain School.
Ewealth Consulting, LLC
Anthony Capital, LLC
Bsw Wealth Partners
|BSW Wealth Partners||Boulder, CO||Jan 2010 - Current||8|
|R3 Returns||Boulder, CO||Apr 2012 - Jan 2015||2|
|Baydush Simon Weaver||Boulder, CO||Apr 2002 - Jan 2010||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2007|
Total Assets Under Management843MILLIONS
Total Number of Accounts2,158ACCOUNTS
Average Account Value$390,639
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, NJ, TX
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