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Friday, October 2, 2026The Morning Brief →Sign in
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BSW Wealth Partners

BOULDER, CO
CRD: 107485
In PWD coverage since September 1, 2026 · 1 story
$2.2BRegulatory AUMSEC Form ADV · Sep 26
27EmployeesForm ADV
1Deals on our tracker
-1Talent net · 12 months0 in · 1 out
Regulatory AUM · Sep 5 – Sep 26
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
PWD coverage
M&A

Sequoia's BSW buy is an integration play

The Akron RIA's second $1 billion-plus deal of 2026 brings in-house tax and estate services into a $34.9 billion platform.
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