Acquiring Company
Sequoia Financial Group
Acquired Company
BSW Wealth Partners
AkronBoulderFinancial ServicesFinancial ServicesFinanceDescription
Sequoia Financial Group has acquired BSW Wealth Partners, enhancing its presence in Colorado. This acquisition allows BSW clients to access expanded financial solutions tailored to their needs. BSW will now operate under the Sequoia Financial brand, furthering Sequoia's strategy of growth through selective acquisitions.
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Based on deal dataFrequently asked
Who acquired BSW Wealth Partners?
BSW Wealth Partners was acquired by Sequoia Financial Group, based in Akron. The deal was reported on September 1, 2026. The firm had approximately $10 billion in client assets as of Dec. 31, 2021. Sequoia Financial Group is privately held and operates in Financial Services.
When did Sequoia Financial Group acquire BSW Wealth Partners?
Sequoia Financial Group's acquisition of BSW Wealth Partners was reported on September 1, 2026. Sequoia Financial Group has acquired BSW Wealth Partners, enhancing its presence in Colorado. This acquisition allows BSW clients to access expanded financial solutions tailored to their needs. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does BSW Wealth Partners do?
BSW Wealth Partners is an independent wealth management firm founded in 1992, serving clients nationally from its offices in Boulder and Denver. As of June 30, 2026, BSW manages approximately $2.3 billion in client assets. It is privately held, operating in Financial Services, and is based in Boulder.
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