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Julia Wentworth

BSW Wealth Partners

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About Julia Wentworth

Julia Wentworth is an Investment Advisor Representative at BSW Wealth Partners. Julia has been in the industry since April 2017 and is registered with the state of Colorado. Julia has a Series 65 license and holds a Uniform Investment Adviser Law Examination.

Firm Information

Julia Wentworth 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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Julia Wentworth’s Registration & Firm History

CO

04/24/2019 - Present

BSW Wealth Partners (BOULDER CO)

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Licenses & Designations

IA

Issued 11/15/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julia Wentworth.
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