Wealth Manager
    SEC Registered
    Manages Private Funds

    Bok Financial Private Wealth, Inc.

    Registered investment advisor · Denver, Colorado · CRD #106733

    Assets Under Management
    $3.7B
    Client Accounts
    2,402
    Employees
    37
    CRD Number
    106733
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Bok Financial Private Wealth, Inc.

    BOK Financial Private Wealth offers personalized investment strategies and wealth management services to high net worth individuals and institutional clients. It has been operating since 1919 and is licensed in all 50 states. The firm provides a range of portfolio solutions and brokerage services.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Bok Financial Private Wealth, Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Bok Financial Private Wealth, Inc.'s AUM?

    Bok Financial Private Wealth, Inc. reports approximately $3.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Bok Financial Private Wealth, Inc. headquartered?

    Bok Financial Private Wealth, Inc. is headquartered in Denver, Colorado.

    What is Bok Financial Private Wealth, Inc.'s CRD number?

    Bok Financial Private Wealth, Inc.'s CRD number is 106733. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Bok Financial Private Wealth, Inc. manage?

    Bok Financial Private Wealth, Inc. manages approximately 2,402 client accounts according to its latest SEC filing.

    Is Bok Financial Private Wealth, Inc. SEC registered?

    Yes, Bok Financial Private Wealth, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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