Aaron Michael Deitz
Investment adviser representative at Bsw Wealth Partners
11 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
11 years in the industry.
- Bsw Wealth PartnersJun 2018 to now
- Bsw Wealth Partners, Inc., a Public Benefit CorporationApr 2018 to now
- Focused EnergyNov 2017 to Mar 2018
- SonotizeJun 2017 to Nov 2017
- UnemployedFeb 2017 to Jun 2017
- Rmb Capital ManagementJan 2015 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
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
- 5474260
- Firm CRD
- 107485