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Brian Robert Lichtenheld

Brian R. Lichtenheld

BSW WEALTH PARTNERS
Boulder, CO 80304
Some features on this profile are disabled
CRD#: 7206276
Brian Robert Lichtenheld

Professional summary

Brian Robert Lichtenheld, CFP® is a registered financial advisor currently at BSW WEALTH PARTNERS located in Boulder, Colorado.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Brian has worked at 1 firm .

top-8-questions

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 Brian Robert Lichtenheld'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®
CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

December 3, 2019 - Present

BSW WEALTH PARTNERS

Office #1: 2300 Broadway Street, Boulder, CO 80304
RIA
CRD#: 107485
Boulder, 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".
BW
BSW WEALTH PARTNERS
BAYDUSH SIMON INVESTMENTS, LLC | BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION | BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION | BSW WEALTH PARTNERS LLC | BSW WEALTH PARTNERS | BAYDUSH SIMON WEAVER, LLC

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
(12/3/2019)

Exams

Current Firm

BW
BSW WEALTH PARTNERS
BAYDUSH SIMON INVESTMENTS, LLC | BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION | BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION | BSW WEALTH PARTNERS LLC | BSW WEALTH PARTNERS | BAYDUSH SIMON WEAVER, LLC

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
29

SEC notice filing (17 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts3,785
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.

Company Information

BSW WEALTH PARTNERS

CRD#: 107485Boulder, CO 80304

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