Katherine A St onge
Investment adviser representative at Bsw Wealth Partners
12 yearsExperience
2 statesRegistered in
$2.2BFirm assets
32 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Bsw Wealth Partners, Inc.Nov 2024 to now
- Cambridge AssociatesJan 2019 to Oct 2024
- Calvert Impact CapitalJan 2014 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Bsw Wealth Partners
Legal name: Bsw Wealth Partners, Inc., A Public Benefit Corporation
$2.2BAssets managed
501Clients
5Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5392813
- Firm CRD
- 107485