Aaron M. Deitz

BSW WEALTH PARTNERS

Boulder, CO 80304

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CRD#: 5474260

Professional summary

Aaron Michael Deitz is a registered financial advisor currently at BSW WEALTH PARTNERS located in Boulder, Colorado.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Aaron has worked at 2 firms and has passed the Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Michael Deitz's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 27, 2018 - Present

BSW WEALTH PARTNERS

Office #1: 2300 Broadway Street, Boulder, CO 80304

RIA

CRD#: 107485

Boulder, CO

Past

March 24, 2008 - July 15, 2010

ALPS DISTRIBUTORS, INC.

CRD#: 16853

DENVER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BSW WEALTH PARTNERS

CRD#: 107485 / SEC#: 801-45532

RIA

Registered Investment Advisory firm - (1/3/1994 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(6/27/2018)

IAR

Texas
(9/13/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/27/2018

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 3/21/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BSW WEALTH PARTNERS

CRD#: 107485 / SEC#: 801-45532

RIA

Registered Investment Advisory firm - (1/3/1994 Approved)

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Contact information

Main Address

2300 Broadway Street, Boulder, CO 80304

Mailing Address

Phone number

(303) 444-9696

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BSW ADV BROCHURE AUGUST 2025 (8/26/2025)

Regulatory assets under management

Total Number of Accounts	3,785
AUM (Assets Under Management)	$ 1,978,314,852

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Aaron M. Deitz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Michael Deitz's CRS (Customer Relationship Summary).

Certified licenses

Experience

BSW WEALTH PARTNERS

ALPS DISTRIBUTORS, INC.

Primary Firm SEC Registration

BSW WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/27/2018

Series 6

Date: 3/21/2008

Current Firm

BSW WEALTH PARTNERS

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BSW WEALTH PARTNERS

TRUST BUT VERIFY

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