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Aaron Michael Deitz

BSW Wealth Partners

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About Aaron Michael Deitz

Aaron Michael Deitz is a registered investment advisor representative in Colorado and Texas. Aaron is affiliated with BSW Wealth Partners, a firm with approximately $1 billion - $10 billion in regulatory assets under management. Aaron has been in the industry since 2008, working for ALPS Distributors, Inc., before joining BSW Wealth Partners in 2018. Aaron specializes in working with individuals, high net worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

Firm Information

Aaron Deitz is currently registered with BSW Wealth Partners. BSW Wealth Partners is an investment advisor registered with the SEC and based in Boulder, CO. The firm manages approximately $1 billion - $10 billion in assets and provides portfolio management for individuals, businesses, and pooled investment vehicles. They also offer financial planning and estate planning coordination services. The firm specializes in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
BSW Wealth Partners

2300 BROADWAY STREET

BOULDER, CO 80304

$1.84B

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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1. tax & estate planning coordination 2. diversification planning 3. employee stock options

1. tax & estate planning coordination 2. diversification planning 3. employee stock options

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Travel reimbursement

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Aaron Deitz’s Registration & Firm History

CO

09/13/2023 - Present

BSW Wealth Partners (BOULDER CO)

CO

03/24/2008 - 07/15/2010

ALPS DISTRIBUTORS, INC. (DENVER CO)

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Licenses & Designations

IA

Issued 06/27/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/21/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Michael Deitz.
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