Aaron Michael Deitz
Investment Adviser Representative at BSW Wealth Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Aaron Michael Deitz is an investment adviser representative with BSW Wealth Partners in Boulder, CO, where they have been registered since 2018, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser) and Series 6 (investment company and variable products). They are registered to provide investment advice in Colorado and Texas.
Office
Advisors at this office: 19
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Colorado, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- RMB Capital ManagementJan 2015 – Feb 2017Chicago, IL
- SonotizeJun 2017 – Nov 2017Denver, CO
- Focused EnergyNov 2017 – Mar 2018Denver, CO
- BSW Wealth Partners, Inc., a Public Benefit CorporationApr 2018 – no end date reportedDenver, CO
- UnemployedFeb 2017 – Jun 2017Burr Ridge, IL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About BSW Wealth Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Wealth Management & Private Client - First $3M1.00%
- Wealth Management & Private Client - Next $2M0.75%
- Wealth Management & Private Client - Over $5M0.50%
- Family Office - First $10M0.65%
+11 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 19
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Boulder, CO
- SEC file number:
- 801-45532
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 8, 2026
View full firm profileOther advisors at BSW Wealth Partners
Showing 12 of 19 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Aaron Michael Deitz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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