BW FINANCIAL PLANNING

BW FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 292827). Regulatory assets under management: $31.1M.

Registration

• CRD: 292827
• Type: Registered investment adviser
• Phone: (720) 464-2993
• Latest filing: 2026-03-16
• Regulatory AUM: $31.1M
• Discretionary AUM: $31.1M
• Clients: 1
• Accounts: 77

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292827 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search