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Elias Peter Bachmann

BSW Wealth Partners

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About Elias Peter Bachmann

Elias Bachmann is a registered investment advisor representative at BSW Wealth Partners. Elias has been in the industry since June 2005 and has experience with a variety of financial products and services. Elias holds Series 7 and Series 66 licenses. In addition to his work at BSW Wealth Partners, Elias has previously worked at WELLS FARGO ADVISORS, LLC. Elias specializes in working with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Elias provides services such as financial planning, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

Elias Bachmann 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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Elias Bachmann’s Registration & Firm History

CO

12/06/2023 - Present

BSW Wealth Partners (BOULDER CO)

CO

06/29/2005 - 10/02/2009

WELLS FARGO ADVISORS, LLC (BOULDER CO)

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Licenses & Designations

BOTH

Issued 08/01/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/28/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elias Peter Bachmann.
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