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Eric Alan Davis

BSW Wealth Partners

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About Eric Alan Davis

Eric Davis is an investment advisor representative with BSW Wealth Partners. Eric has been registered with the SEC since November 23, 2015 and has one state exam, the Uniform Investment Adviser Law Examination (Series 65). Eric has a current registration in Colorado and Texas. Eric has been a Certified Financial Planner since 2019. Eric provides financial planning and portfolio management services to individuals, businesses, high-net-worth individuals, and pension and profit-sharing plans. BSW Wealth Partners is a registered investment advisor with approximately $1 billion to $10 billion in assets under management. They provide financial planning, portfolio management, and other investment advisory services to individuals, families, businesses, and charitable organizations.

Firm Information

Eric Davis 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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Eric Davis’s Registration & Firm History

CO

12/06/2023 - Present

BSW Wealth Partners (BOULDER CO)

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Licenses & Designations

IA

Issued 11/23/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Alan Davis.
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