# BOK FINANCIAL PRIVATE WEALTH, INC.

BOK FINANCIAL PRIVATE WEALTH, INC. of DENVER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 106733
- Type: SEC-registered investment adviser
- SEC file number: 801-51401
- Location: 1600 BROADWAY, 4TH FLOOR, DENVER, CO, 80202
- Phone: 303-539-0100
- Latest filing: 2026-03-26
- Regulatory AUM: $3.7B
- Discretionary AUM: $3.7B
- Non-discretionary AUM: $46.2M
- Clients: 37
- Accounts: 2,402

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (34)

_Showing 25 of 34 people._

| Name | Role | Location |
| --- | --- | --- |
| Mark Stephen Marrone | SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| George Bruce Kaiser | INDIRECT BENEFICIAL OWNER | — |
| Scott Bradley Grauer | CHAIRMAN | — |
| Gregory Ayres Wheeler | CHIEF EXECUTIVE OFFICER | — |
| Carrie Clasen Porter | SENIOR VICE PRESIDENT AND CHIEF OPERATING OFFICER | — |
| Eric Scott Holt | PRESIDENT AND MANAGING DIRECTOR | — |
| Kimberly A Bridges | DIRECTOR OF FINANCIAL PLANNING | — |
| Clint Scott Dishman | SENIOR VICE PRESIDENT AND MANAGER, STRATEGIC INVESTMENT ADVISORS | — |
| Bryan Nicholas Petry | TREASURER AND TAX OFFICER | — |
| MARRONE MARK STEPHEN | CHIEF COMPLIANCE OFFICER | — |
| KOEPLIN ERIC THOMAS | MANAGING DIRECTOR; MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF INVESTMENT OFFICER | — |
| ADAMS ROBERT TULLY | EXECUTIVE VICE PRESIDENT; MANAGING DIRECTOR; PRINCIPAL | — |
| WATSON RICHARD EDWARD | DIRECTOR OF CLIENT RELATIONS | — |
| ADAMS BERNARD ROBERT | MANAGING DIRECTOR; MANAGING DIRECTOR/COMPLIANCE OFFICER | — |
| RILEY JOHN JAMES | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER; CHIEF COMPLIANCE OFFICER AND OPERATIONS MANAGER | — |
| KAISER GEORGE BRUCE | INDIRECT BENEFICIAL OWNER | — |
| GRAUER SCOTT BRADLEY | CHAIRMAN | — |
| BRADSHAW STEVEN GLEN | DIRECTOR | — |
| HARRIS MARK ANDREW | SENIOR DIRECTOR | — |
| SEGO DAVID CHARLES | MANAGING DIRECTOR | — |
| KOEPLIN ERIC | MANAGING DIRECTOR; MANAGING DIRECTOR. CHIEF COMPLIANCE OFFICER; PRESIDENT (+1 more) | — |
| DISHMAN CLINT SCOTT | MANAGER, STRATEGIC INVESTMENT ADVISORS | — |
| FREIMUTH CHRISTOPHER CLINE | MANAGING DIRECTOR | — |
| BEASLEY ANDY LEROY | SENIOR FINANCIAL ADVISOR | — |
| MORRIS DOUG SCOTT | SENIOR FINANCIAL ADVISOR | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2016-09-09 | regulatory | ON SEPTEMBER 9, 2016, BOKF, NA ("BOKF"), AN AFFILIATE OF THE BOK FINANCIAL PRIVATE WEALTH, INC, ENTERED INTO A CONSENT DECREE (THE "CONSENT DECREE") WITH THE SECURITIES AND EXCHANGE COMMISSION (THE "SEC"). BOKF NEITHER ADMITTED NOR DENIED THE FINDINGS OF THE CONSENT DECREE. THIS MATTER RELATES TO BO… | Final | $600K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106733/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106733/similar
- Related entities: https://search.stillhousedata.com/firm/106733/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106733

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.