| Name: | BSW Wealth Partners Inc |
| Jurisdiction: | Colorado |
| Legal type: | DPC-PBC |
| Status: | Good Standing |
| Date of registration: | 01 Aug 2003 (21 years ago) |
| Entity Number: | 20031246849 |
| ZIP code: | 80304 |
| County: | Boulder County |
| Place of Formation: | COLORADO |
| Principal Address: | 2300 Broadway St Boulder CO 80304 US |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1512601 | 2300 BROADWAY STREET, BOULDER, CO, 80304 | 2300 BROADWAY STREET, BOULDER, CO, 80304 | 303-444-9696 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2024-10-29 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-07-16
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2024-07-16 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-15
| Form type | N-PX |
| File number | 028-14299 |
| Filing date | 2024-07-15 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-23
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2024-04-23 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-25
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2024-01-25 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-27
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2023-10-27 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-08-11
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2023-08-11 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-15
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2023-05-15 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-02-14
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2023-02-14 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-11-14
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2022-11-14 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-08-15
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2022-08-15 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-16
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2022-05-16 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-14
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2022-02-14 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-11-15
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2021-11-15 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-08-16
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2021-08-16 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-05-17
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2021-05-17 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-02-16
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2021-02-16 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-11-13
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2020-11-13 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-08-13
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2020-08-13 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-05-14
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2020-05-14 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-02-18
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2020-02-18 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-11-12
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2019-11-12 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-08-13
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2019-08-13 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-05-14
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2019-05-14 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-02-13
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2019-02-13 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-11-09
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2018-11-09 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-08-07
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2018-08-07 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-05-10
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2018-05-10 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-02-08
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2018-02-08 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-11-03
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2017-11-03 |
| Reporting date | 2017-09-30 |
| File | View File |
Filings since 2017-08-08
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2017-08-08 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2017-05-17
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2017-05-17 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2017-02-13
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2017-02-13 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-11-10
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2016-11-10 |
| Reporting date | 2016-09-30 |
| File | View File |
Filings since 2016-08-11
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2016-08-11 |
| Reporting date | 2016-06-30 |
| File | View File |
Filings since 2016-05-12
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2016-05-12 |
| Reporting date | 2016-03-31 |
| File | View File |
Filings since 2016-02-12
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2016-02-12 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2015-11-09
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2015-11-09 |
| Reporting date | 2015-09-30 |
| File | View File |
Filings since 2015-08-14
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2015-08-14 |
| Reporting date | 2015-06-30 |
| File | View File |
Filings since 2015-05-14
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2015-05-14 |
| Reporting date | 2015-03-31 |
| File | View File |
Filings since 2015-02-13
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2015-02-13 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2014-11-12
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2014-11-12 |
| Reporting date | 2014-09-30 |
| File | View File |
Filings since 2014-08-12
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2014-08-12 |
| Reporting date | 2014-06-30 |
| File | View File |
Filings since 2014-05-13
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2014-05-13 |
| Reporting date | 2014-03-31 |
| File | View File |
Filings since 2014-02-20
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2014-02-20 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2013-11-13
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2013-11-13 |
| Reporting date | 2013-09-30 |
| File | View File |
Filings since 2013-08-13
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2013-08-13 |
| Reporting date | 2013-06-30 |
| File | View File |
Filings since 2013-05-13
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2013-05-13 |
| Reporting date | 2013-03-31 |
| File | View File |
Filings since 2013-02-12
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2013-02-12 |
| Reporting date | 2012-12-31 |
| File | View File |
Filings since 2012-11-13
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2012-11-13 |
| Reporting date | 2012-09-30 |
| File | View File |
Filings since 2012-08-13
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2012-08-13 |
| Reporting date | 2012-06-30 |
| File | View File |
Filings since 2012-05-15
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2012-05-15 |
| Reporting date | 2012-03-31 |
| File | View File |
Filings since 2012-02-13
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2012-02-13 |
| Reporting date | 2011-12-31 |
| File | View File |
Filings since 2011-10-28
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2011-10-28 |
| Reporting date | 2011-09-30 |
| File | View File |
Filings since 2011-08-10
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2011-08-10 |
| Reporting date | 2011-06-30 |
| File | View File |
Filings since 2011-05-09
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2011-05-09 |
| Reporting date | 2011-03-31 |
| File | View File |
Filings since 2011-02-14
| Form type | 13F-HR |
| File number | 028-14299 |
| Filing date | 2011-02-14 |
| Reporting date | 2010-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BSW 401(K) RETIREMENT PLAN | 2023 | 841447359 | 2024-06-26 | BSW WEALTH PARTNERS | 33 | |||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-06-26 |
| Name of individual signing | MATTHEW SAMEK |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-06-26 |
| Name of individual signing | MATTHEW SAMEK |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2006-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3034449696 |
| Plan sponsor’s address | 2300 BROADWAY ST, BOULDER, CO, 80304 |
Signature of
| Role | Plan administrator |
| Date | 2023-06-05 |
| Name of individual signing | DREW SIMON |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2006-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3034449696 |
| Plan sponsor’s address | 2300 BROADWAY ST, BOULDER, CO, 80304 |
Signature of
| Role | Plan administrator |
| Date | 2022-06-07 |
| Name of individual signing | DREW SIMON |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2006-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3034449696 |
| Plan sponsor’s address | 2336 PEARL STREET, BOULDER, CO, 80302 |
Signature of
| Role | Plan administrator |
| Date | 2021-06-10 |
| Name of individual signing | DREW SIMON |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2006-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3094449696 |
| Plan sponsor’s address | 2336 PEARL STREET, BOULDER, CO, 80302 |
Signature of
| Role | Plan administrator |
| Date | 2020-08-18 |
| Name of individual signing | DREW SIMON |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2006-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3034449696 |
| Plan sponsor’s address | 2336 PEARL ST., BOULDER, CO, 80302 |
Signature of
| Role | Plan administrator |
| Date | 2019-02-05 |
| Name of individual signing | DREW SIMON |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2006-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3034449696 |
| Plan sponsor’s address | 2336 PEARL ST., BOULDER, CO, 80302 |
Signature of
| Role | Plan administrator |
| Date | 2018-03-13 |
| Name of individual signing | DREW SIMON |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2006-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3034449696 |
| Plan sponsor’s address | 2336 PEARL ST., BOULDER, CO, 80302 |
Signature of
| Role | Plan administrator |
| Date | 2017-03-22 |
| Name of individual signing | DREW SIMON |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2006-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3034449696 |
| Plan sponsor’s address | 2336 PEARL ST., BOULDER, CO, 80302 |
Signature of
| Role | Plan administrator |
| Date | 2016-07-19 |
| Name of individual signing | DREW SIMON |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2006-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3034449696 |
| Plan sponsor’s address | 2336 PEARL ST., BOULDER, CO, 80302 |
Signature of
| Role | Plan administrator |
| Date | 2015-07-31 |
| Name of individual signing | DEBI BAYDUSH |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| Matthew V Samek | Agent | 2300 Broadway St Boulder CO 80304 US |
| Transaction ID | Type | Date | Effective date | Name | Comment |
|---|---|---|---|---|---|
| 20241761332 | File Report | 2024-07-23 | 2024-07-23 | No data | Principal address changed, Change in registered agent information |
| 20231760293 | File Report | 2023-07-24 | 2023-07-24 | No data | Principal address changed, Change in registered agent information |
| 20221713328 | File Report | 2022-07-24 | 2022-07-24 | No data | Change of Registered Agent |
| 20211680710 | File Report | 2021-07-26 | 2021-07-26 | No data | Change of Registered Agent Address / Change of Entity Address |
| 20211436010 | Statement of Change Changing the Principal Office Address | 2021-05-05 | 2021-05-05 | No data | Principal address changed; |
| 20201635816 | File Report | 2020-07-24 | 2020-07-24 | No data | No data |
| 20191649170 | Register a Trademark | 2019-08-14 | 2019-08-14 | No data | Trademark registered to entity. |
| 20191597276 | File Report | 2019-07-24 | 2019-07-24 | No data | No data |
| 20191005507 | Amend and Restate Articles of Incorporation for a Profit Corporation | 2019-01-02 | 2019-01-02 | No data | Amended from DPC to DPC-PBC. |
| 20188010411 | Register a Trademark | 2018-12-20 | 2018-12-20 | No data | Trademark registered to entity. |
Date of last update: 13 Jan 2025
Sources: Colorado's Secretary of State
