Bsw Wealth Partners, Inc., A Public Benefit Corporation
- Regulatory AUM
- $2.2B
- Discretionary
- $2.2B
- Clients
- 501
- Avg AUM / client
- $4.5M
- Accounts
- 3,876
- Employees
- 27
AUM over time
Annual snapshots from Form ADV filings · as of May 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 146 | $82.0M | 3.66% |
| High net worth individuals | 330 | $2.1B | 94.0% |
| Pension and profit sharing plans | 7 | $11.4M | 0.51% |
| Charitable organizations | 9 | $25.8M | 1.15% |
| Corporations and other businesses | 9 | $15.6M | 0.7% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Berg Hill Greenleaf & Ruscitti Llp Profit Sharing Plan Berg Hill Greenleaf & Ruscitti Llp | 2024 |
People (24)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Baydush, Debi, Cecil | Officer | Jan 1994 (33y) | 5% – 10% | |
| Simon, Drew, Stanford | Officer | Jan 1994 (33y) | 5% – 10% | |
| Benjamin Rein Weaver | Officer | CFP | Jan 2000 (27y) | 10% – 25% |
| Raliegh Darin Riddoch | Officer | CFP | Oct 2006 (20y) | 5% – 10% |
| David Curran Wolf | Officer | Jan 2007 (20y) | 25% – 50% | |
| Timothy Raymond Wojtalik | Officer | CFP | Jul 2007 (19y) | 5% – 10% |
| Matthew Vernon Samek | Officer | Apr 2012 (14y) | 5% – 10% | |
| Julie D Martinez | Officer | CFP | Aug 2015 (11y) | 5% – 10% |
| Murphey, Nicole, Larraine | Chief Compliance Officer | Jan 2019 (8y) | Less than 5% | |
| Elias Peter Bachmann | Officer | Jan 2020 (7y) | Less than 5% | |
| Samuel John Napp | Registered representative | CFP | Jan 2015 (12y) | |
| Eric Alan Davis | Registered representative | CFP | Nov 2015 (11y) | |
| Aaron Michael Deitz | Registered representative | Jun 2018 (8y) | ||
| Kathrin Biscornet | Registered representative | CFP | Mar 2019 (7y) | |
| Julia Wentworth | Registered representative | Apr 2019 (7y) | ||
| Tami C Carroll | Registered representative | CFP | Sep 2019 (7y) | |
| Brian Robert Lichtenheld | Registered representative | CFP | Dec 2019 (7y) | |
| Lily Justine Beitel Horton | Registered representative | CFP | Dec 2020 (6y) | |
| Olivia Anne Otoole | Registered representative | Nov 2021 (5y) | ||
| Steven A Szafranski | Registered representative | CFP | Aug 2022 (4y) | |
| Dmitry Popov | Registered representative | Oct 2022 (4y) | ||
| Molly Jasoda Devnani | Registered representative | Jun 2023 (3y) | ||
| Lindy Misao Yoshida | Registered representative | CFP | Nov 2024 (2y) | |
| Katherine A St Onge | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Berg Hill Greenleaf & Ruscitti Llp Profit Sharing Plan | Berg Hill Greenleaf & Ruscitti Llp | 109 | $16.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/08/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • TRAVEL REIMBURSEMENT
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.4B (64% of AUM) May 2026
- Fidelity Brokerage Services $331M (15% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 08, 2026.
View current Form ADV (SEC/IAPD) ↗