0001512601-19-000004.txt : 20190514 0001512601-19-000004.hdr.sgml : 20190514 20190514114820 ACCESSION NUMBER: 0001512601-19-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190514 DATE AS OF CHANGE: 20190514 EFFECTIVENESS DATE: 20190514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BSW Wealth Partners CENTRAL INDEX KEY: 0001512601 IRS NUMBER: 841447359 STATE OF INCORPORATION: CO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14299 FILM NUMBER: 19821346 BUSINESS ADDRESS: STREET 1: 2336 PEARL STREET CITY: BOULDER STATE: CO ZIP: 80302 BUSINESS PHONE: 303-444-9696 MAIL ADDRESS: STREET 1: 2336 PEARL STREET CITY: BOULDER STATE: CO ZIP: 80302 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001512601 XXXXXXXX 03-31-2019 03-31-2019 BSW Wealth Partners

2336 PEARL STREET BOULDER CO 80302

13F COMBINATION REPORT 028-14299 028-03125 Trillium Asset Management 028-01398 Cambiar Investors, LLC N Nicole Murphey 303-444-9696 Nicole Murphey Boulder CO 05-14-2019 1 103 252661 false 1 NIA Impact Capital INFORMATION TABLE 2 bsw13fq12019.xml ABBVIE INC COM COM 00287Y109 310 3851 SH SOLE 0 0 0 3851 ABERDEEN STD SILVER ETF TR PHYSCL SILVR SHS PHYSCL SILVR SHS ADDED 003264108 179 12163 SH SOLE 0 0 0 12163 AGILENT TECHNOLOGIES INC COM COM 00846U101 370 4607 SH SOLE 0 0 0 4607 ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 382 325 SH SOLE 0 0 0 325 ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 343 292 SH SOLE 0 0 0 292 ALTRIA GROUP INC COM COM 02209S103 246 4285 SH SOLE 0 0 0 4285 AMAZON COM INC COM COM 023135106 264 148 SH SOLE 0 0 0 148 AMGEN INC COM COM 031162100 429 2256 SH SOLE 0 0 0 2256 APPLE INC COM COM 037833100 1824 9605 SH SOLE 0 0 0 9605 BERKSHIRE HATHAWAY INC DEL CL B NEW DEL CL B NEW 084670702 773 3850 SH SOLE 0 0 0 3850 BLACKSTONE GSO STRATEGIC CR COM SHS BEN IN COM 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