Chief Compliance Officer

0001512601-22-000009.txt : 20221114 0001512601-22-000009.hdr.sgml : 20221114 20221114163120 ACCESSION NUMBER: 0001512601-22-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 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: 221386416 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 09-30-2022 09-30-2022 BSW Wealth Partners

2336 PEARL STREET BOULDER CO 80302

13F COMBINATION REPORT 028-14299 0000884541 028-03125 TRILLIUM ASSET MANAGEMENT, LLC 0001815217 028-20459 NIA IMPACT ADVISORS, LLC 0001439207 028-21303 Green Alpha Advisors, LLC N Nicole Murphey Chief Compliance Officer (303) 444-9696 /s/ Nicole Murphey Boulder CO 11-14-2022 0 267 407180 false INFORMATION TABLE 2 bsw13fq32022.xml ABB LTD SPONSORED ADR 000375204 547 21302 SH SOLE 0 0 0 21302 ABBOTT LABS COM 002824100 1241 12828 SH SOLE 0 0 0 12828 ABBVIE INC COM 00287Y109 1329 9904 SH SOLE 0 0 0 9904 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 963 3744 SH SOLE 0 0 0 3744 ADOBE INC COM 00724F101 691 2512 SH SOLE 0 0 0 2512 ADVANCED MICRO DEVICES INC COM 007903107 221 3494 SH SOLE 0 0 0 3494 AERIE PHARMACEUTICALS INC COM 00771V108 314 20750 SH SOLE 0 0 0 20750 AGILENT TECHNOLOGIES INC COM 00846U101 834 6860 SH SOLE 0 0 0 6860 ALLSTATE CORP COM 020002101 369 2965 SH SOLE 0 0 0 2965 ALPHABET INC CAP STK CL C 02079K107 1474 15329 SH SOLE 0 0 0 15329 ALPHABET INC CAP STK CL A 02079K305 2602 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