Bsw Wealth Partners

Bsw Wealth Partners (CRD# 107485) is a financial advisory firm headquartered in Boulder, CO. They manage $1,237,125,570 in 2,808 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,237
    MILLION
  • Total Number of Accounts
    2,808
    ACCOUNTS
  • Average Account Value
    $440,572
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, HI, MA, NJ, NM, NY, OR, TX, WA

Financial Advisors at Bsw Wealth Partners
Showing 1 - 10 of 17 top financial advisors.
1
Debi C. Baydush
CRD#: 1122457
2336 Pearl Street, Boulder, CO 80302

Debi Baydush (CRD# 1122457) is an Investment Advisor Representative working at Bsw Wealth Partners in Boulder, CO and has over 13 years of experience in the finance industry.

2
Kathrin Biscornet
CRD#: 6745637
2336 Pearl Street, Boulder, CO 80302

Kathrin Biscornet (CRD# 6745637) is an Investment Advisor Representative working at Bsw Wealth Partners in Boulder, CO and has over 3 years of experience in the finance industry. Kathrin Biscornet has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Tami C. Carroll
CRD#: 5333353
2336 Pearl Street, Boulder, CO 80302

Tami Carroll (CRD# 5333353) is an Investment Advisor Representative working at Bsw Wealth Partners in Boulder, CO and has over 10 years of experience in the finance industry. Tami Carroll has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Yiwen Chen
CRD#: 6592078
Boulder, CO 80302

Yiwen Chen (CRD# 6592078) 

 

As Portfolio Manager and Reporting Specialist, Yiwen provides analytical and quantitative support to the BSW Investment Group. He also manages BSW’s quarterly and annual financial client reporting process. Prior to joining the firm, Yiwen was a freelance web designer, an amateur DJ, and a student at the University of Colorado at Boulder. He graduated in 2011 with a BS in Business Administration with an emphasis in Finance.

Outside of the office, Yiwen enjoys basketball, football, snowboarding, and golfing. A self-professed techie, he also enjoys building, upgrading, integrating, and fixing computers and other systems. Had he not studied business in college, he would have explored astrophysics and other galactic objects, his childhood fascination.

Education, accreditation, leadership and service:

  • BS, University of Colorado Boulder
  • 2015 Level III Candidate in the Certified Financial Analyst (CFA®) Program
5
Eric A. Davis
CRD#: 6065115
Boulder, CO 80302

Eric Davis (CRD# 6065115) 

Eric is an Advisor at BSW Wealth Partners where he supports both the advisory team and the investment group through diligent analysis and dedicated service to clients.

 

Prior to joining BSW, he worked as a financial analyst with investment firm, Janus Capital Group and also spent time as an investment banking analyst with Petrie Partners, an oil and gas focused investment bank. Eric then spent a year in southern Spain fulfilling his entrepreneurial itch by starting a craft-beer brewery. 

 

Eric competed for the University of Colorado NCAA ski team and spends most of his time outside the office skiing. Although he thoroughly enjoys speeding downhill on the slopes, his current fascination is finding powder in the backcountry. He also enjoys climbing, mountain biking, traveling and spending time with family.

 

Education, accreditation, leadership and service:

  • BS, with Distinction, University of Colorado – Boulder – Leeds School of Business
  • 2011 NCAA National Champion – Skiing
6
Aaron M. Deitz
CRD#: 5474260
2336 Pearl Street, Boulder, CO 80302

Aaron Deitz (CRD# 5474260) is an Investment Advisor Representative working at Bsw Wealth Partners in Boulder, CO and has over 2 years of experience in the finance industry.

7
Samuel J. Napp
CRD#: 6436519
2336 Pearl Street, Boulder, CO 80302

Samuel Napp (CRD# 6436519) is an Investment Advisor Representative working at Bsw Wealth Partners in Boulder, CO and has 1 year of experience in the finance industry. Samuel Napp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Tina L. Ottersberg
CRD#: 5969462
Boulder, CO 80302
9
Raliegh D. Riddoch
CRD#: 3066175
Boulder, CO 80302

Raliegh Riddoch (CRD# 3066175) 

Raliegh is a managing principal of BSW Wealth Partners and an Advisor. It’s Raliegh’s role to help clients find appropriate solutions for many of the complex financial situations they encounter. Over the years, he has learned that he adds the most value by helping clients find the balance between the quantitative and qualitative pieces that make up their lives. Since 1998, Raliegh has spent time advising clients on a wide range of financial matters while working for firms such as: TD Waterhouse, Charles Schwab, and Dain Rauscher. The combination of his investment experience and passion for offering objective financial advice brought him to Baydush Simon Weaver in 2005. He is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Certified Divorce Financial Analyst®. He is also a member of the Financial Planning Association and The Institute for Divorce Financial Analysts (IDFA™).

In 1997, he earned a Bachelor of Science degree in Finance from the Monfort Business School, at the University of Northern Colorado.

Although spending time with his wife Kristi and daughters Gwendolynn and Adliegh is his favorite pastime, he also enjoys athletics and playing in Colorado’s great outdoors.

Education, accreditation, leadership and service:

  • BS, Monfort Business School, University of Northern Colorado
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Divorce Financial Analyst® (CDFA™)
  • Member of the core leadership group for families at Cherry Hills Community Church
  • Member of the Rotary Club of Castle Pines
10
Matthew V. Samek
CRD#: 5407687
2336 Pearl Street, Boulder, CO 80302

Matthew Samek (CRD# 5407687) is an Investment Advisor Representative working at Bsw Wealth Partners in Boulder, CO and has over 8 years of experience in the finance industry.

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